Overview
Assets Under Management: $511 million
Headquarters: LUBBOCK, TX
High-Net-Worth Clients: 124
Average Client Assets: $3 million
Frequently Asked Questions
AMICUS FINANCIAL ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #131315), AMICUS FINANCIAL ADVISORS, LLC is subject to fiduciary duty under federal law.
AMICUS FINANCIAL ADVISORS, LLC is headquartered in LUBBOCK, TX.
AMICUS FINANCIAL ADVISORS, LLC serves 124 high-net-worth clients according to their SEC filing dated December 10, 2025. View client details ↓
According to their SEC Form ADV, AMICUS FINANCIAL ADVISORS, LLC offers financial planning and portfolio management for individuals. View all service details ↓
AMICUS FINANCIAL ADVISORS, LLC manages $511 million in client assets according to their SEC filing dated December 10, 2025.
According to their SEC Form ADV, AMICUS FINANCIAL ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 124
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 62.44
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,408
Discretionary Accounts: 1,408
Regulatory Filings
CRD Number: 131315
Filing ID: 2033295
Last Filing Date: 2025-12-10 17:03:03
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