Amicus Financial Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Lubbock, TX. Its latest Form ADV filing, dated March 30, 2026, reports $551M in regulatory assets under management, 19 employees, 8 offices, and 1,486 accounts.
Assets Under Management
$551M
Employees
19
Offices
8 offices
Total Clients
748
Primary office
LUBBOCK, TX
7021 KEWANEE AVE, 4-102, LUBBOCK, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 83.8% of total clients.
Top client categories% of clientsClients
1
Individuals
83.8%
627
2
HNWI
16.2%
121
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$551Mas of March 30, 2026
Discretionary100.0%
$551M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$551M
Total Accounts1,486
10Y AUM Change+$447M (+429.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees19
Clients per Employee39:1
10Y Employee Change+3 (+18.8%)
* 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.