← Directory

II TECHNOLOGY, LLC

CRD 282760File 801-135165
APPROVED
Retail clients
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$40.5M
Bottom 25% of cohort (national)
Discretionary AUM
$40.5M
Clients
21
30 accounts
Employees
2
Bottom 25% of cohort in TX

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
FWRO
Registration date
Feb 6, 2026
Principal office
8701 W. HIGHWAY 71, SUITE 201, AUSTIN, TX, 78735
Phone
(512) 730-1015

Assets & accounts

ADV Item 5F
Total regulatory AUM
$40.5M
Discretionary AUM
$40.5M
Non-discretionary AUM
$0
Discretionary accounts
30
Non-discretionary accounts
0
Total accounts
30
AUM per client
$1.9M

Clients by type

ADV Item 5D
Client typeClientsAUM
Investment companies1$0
Other investment advisers2$0
High net worth individuals9$26.9M
Individuals (other than high net worth individuals)9$1.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Other
  • Other (described)DATA LICENSING
  • A percentage of assets under your management

Advisory activities

  • Other advisory activities
  • Portfolio management for businesses
  • Portfolio management for investment companies
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 17, 2026Clients2621
Aug 12, 2026RegistrationAPPROVED

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.