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AUTUMN LANE ADVISORS, LLC
CRD 173624File 801-80627
APPROVED
Retail clients
Custody
Filing as of Feb 10, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.20B
Above cohort median (national)
Discretionary AUM
$777.3M
Non-discretionary $421.5M
Clients
73
926 accounts
Employees
7
Above cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Dec 3, 2014
- Principal office
- 7500 SAN FELIPE, SUITE 1030, HOUSTON, TX, 77063
- Phone
- (713) 636-2075
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.20B
- Discretionary AUM
- $777.3M
- Non-discretionary AUM
- $421.5M
- Discretionary accounts
- 740
- Non-discretionary accounts
- 186
- Total accounts
- 926
- AUM per client
- $16.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 1 | $8.0M |
| High net worth individuals | 59 | $770.4M |
| Pooled investment vehicles | 13 | $420.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.