Lauterbach Financial Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in El Paso, TX. Its latest Form ADV filing, dated March 31, 2026, reports $700M in regulatory assets under management, 5 employees, and 1,038 accounts.
Top client segmentIndividuals represent 52.4% of total clients.
Top client categories% of clientsClients
1
Individuals
52.4%
211
2
HNWI
38.7%
156
3
Pension Plans
4.5%
18
4
Charitable
2.2%
9
5
Corporations
2.2%
9
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$700Mas of March 31, 2026
Discretionary99.9%
$700M
100% of total RAUM99.9%
Non-discretionary0.1%
$441K
0% of total RAUM0.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$700M
Total Accounts1,038
10Y AUM Change+$423M (+152.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee81:1
10Y Employee Change-3 (-37.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.