Overview
Assets Under Management: $4.3 billion
Headquarters: FRISCO, TX
High-Net-Worth Clients: 577
Average Client Assets: $3 million
Frequently Asked Questions
TECTONIC 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 #139713), TECTONIC ADVISORS LLC is subject to fiduciary duty under federal law.
TECTONIC ADVISORS LLC is headquartered in FRISCO, TX.
TECTONIC ADVISORS LLC serves 577 high-net-worth clients according to their SEC filing dated March 26, 2025. View client details ↓
According to their SEC Form ADV, TECTONIC ADVISORS LLC offers portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
TECTONIC ADVISORS LLC manages $4.3 billion in client assets according to their SEC filing dated March 26, 2025.
According to their SEC Form ADV, TECTONIC ADVISORS LLC serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 577
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 42.19
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 7,991
Discretionary Accounts: 7,674
Non-Discretionary Accounts: 317
Regulatory Filings
CRD Number: 139713
Filing ID: 1961821
Last Filing Date: 2025-03-26 08:01:00
Website: https://smhgroup.com