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AUGMENT ADVISORS, LLC

CRD 335130File 801-134812
APPROVED
Custody
Filing as of Apr 14, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$342.6M
Below cohort median (national)
Discretionary AUM
$0
Non-discretionary $342.6M
Clients
1
38 accounts
Employees
3
Below cohort median in TX

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
FWRO
Registration date
Jan 30, 2026
Principal office
1204 SAN ANTONIO ST, FLOOR 2, AUSTIN, TX, 78701
Phone
757-298-9839

Assets & accounts

ADV Item 5F
Total regulatory AUM
$342.6M
Discretionary AUM
$0
Non-discretionary AUM
$342.6M
Discretionary accounts
0
Non-discretionary accounts
38
Total accounts
38
AUM per client
$342.6M

Clients by type

ADV Item 5D
Client typeClientsAUM
OtherFewer than 5Not reported
Non-U.S. personsFewer than 5Not reported
Insurance companiesFewer than 5Not reported
Charitable organizationsFewer than 5Not reported
Other investment advisersFewer than 5Not reported
High net worth individualsFewer than 5Not reported
Pooled investment vehicles1$342.6M
Banking or thrift institutionsFewer than 5Not reported
Pension and profit sharing plansFewer than 5Not reported
State or municipal government entitiesFewer than 5Not reported
Individuals (other than high net worth individuals)Fewer than 5Not reported

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Other
  • Other (described)FUND-SPECIFIC ADVISORY FEES

Advisory activities

  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
Yes
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
Yes

Disclosure events

ADV Item 11

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

Filed changes

DateFieldFromTo
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.