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AUTUMN LANE ADVISORS, LLC
CRD 173624File 801-80627
APPROVED
Retail clients
Custody
Filing as of Feb 10, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Clients | 65 | 73 | increased by8 |
| Mar 1, 2026 | AUM | $1,060,085,574 | $1,198,858,655 | increased by$138,773,081 |
| Mar 1, 2026 | Accounts | 541 | 926 | increased by385 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 41 | 65 | increased by24 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $767,479,000 | $1,060,085,574 | increased by$292,606,574 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 345 | 541 | increased by196 |
| Apr 1, 2022 | Employees | 6 | 7 | increased by1 |
| Apr 1, 2022 | Clients | 39 | 41 | increased by2 |
| Apr 1, 2022 | AUM | $629,769,000 | $767,479,000 | increased by$137,710,000 |
| Apr 1, 2022 | Accounts | 414 | 345 | decreased by69 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “AUTUMN LANE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“AUTUMN LANE” may also match similarly-named firms). Confirm identity against each filing.
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.