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LEAR INVESTMENT MANAGEMENT
Legal name: FWL INVESTMENT MANAGEMENT, LLC
CRD 174119File 801-110851
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.24B
Above cohort median (national)
Discretionary AUM
$1.22B
Non-discretionary $24.4M
Clients
294
945 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
- Jul 21, 2017
- Principal office
- 2911 TURTLE CREEK BOULEVARD, SUITE 920, DALLAS, TX, 75219
- Phone
- (214) 445-5900
- Website
- HTTP://WWW.LEARIM.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.24B
- Discretionary AUM
- $1.22B
- Non-discretionary AUM
- $24.4M
- Discretionary accounts
- 869
- Non-discretionary accounts
- 76
- Total accounts
- 945
- AUM per client
- $4.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other investment advisers | 9 | $846.2M |
| High net worth individuals | 96 | $358.4M |
| Individuals (other than high net worth individuals) | 189 | $35.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 9 | 7 | decreased by2 |
| Apr 1, 2026 | Clients | 164 | 294 | increased by130 |
| Apr 1, 2026 | AUM | $805,713,943 | $1,240,034,033 | increased by$434,320,090 |
| Apr 1, 2026 | Accounts | 305 | 945 | increased by640 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 6 | 9 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 96 | 164 | increased by68 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $567,308,420 | $805,713,943 | increased by$238,405,523 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 286 | 305 | increased by19 |
| Apr 1, 2022 | Employees | 4 | 6 | increased by2 |
| Apr 1, 2022 | Clients | 71 | 96 | increased by25 |
| Apr 1, 2022 | AUM | $500,297,943 | $567,308,420 | increased by$67,010,477 |
| Apr 1, 2022 | Accounts | 175 | 286 | increased by111 |
| 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 “LEAR INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LEAR INVESTMENT” 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.