Overview
Assets Under Management: $154 million
Headquarters: HOUSTON, TX
High-Net-Worth Clients: 3
Average Client Assets: $51.5 million
Frequently Asked Questions
TECTONIC CAPITAL 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 #339604), TECTONIC CAPITAL ADVISORS, LLC is subject to fiduciary duty under federal law.
TECTONIC CAPITAL ADVISORS, LLC is headquartered in HOUSTON, TX.
TECTONIC CAPITAL ADVISORS, LLC serves 3 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, TECTONIC CAPITAL ADVISORS, LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
TECTONIC CAPITAL ADVISORS, LLC manages $154 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, TECTONIC CAPITAL ADVISORS, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 3
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00%
Average Client Assets: $51.5 million
Total Client Accounts: 48
Discretionary Accounts: 48
Regulatory Filings
CRD Number: 339604
Filing ID: 2090304
Last Filing Date: 2026-03-31 20:41:05