Storehouse Financial LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Fort Worth, TX. Its latest Form ADV filing, dated March 25, 2026, reports $240M in regulatory assets under management, 6 employees, 2 offices, and 1,346 accounts.
Assets Under Management
$240M
Employees
6
Offices
2 offices
Total Clients
1,346
Primary office
FORT WORTH, TX
3200 RIVERFRONT DR., SUITE 204, FORT WORTH, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Hourly charges
Performance-based fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 95.8% of total clients.
Top client categories% of clientsClients
1
Individuals
95.8%
1,290
2
HNWI
3.0%
40
3
Corporations
0.7%
9
4
Pension Plans
0.3%
4
5
Charitable
0.2%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$240Mas of March 25, 2026
Discretionary100.0%
$240M
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$240M
Total Accounts1,346
10Y AUM Change+$132M (+121.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee224:1
10Y Employee Change+2 (+50.0%)
* 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.