Promus Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Dallas, TX. Its latest Form ADV filing, dated March 27, 2026, reports $385M in regulatory assets under management, 6 employees, 1 office, and 260 accounts.
Assets Under Management
$385M
Employees
6
Offices
1 office
Total Clients
50
Primary office
DALLAS, TX
8226 DOUGLAS AVENUE, SUITE 650, DALLAS, TX, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 88.0% of total clients.
Top client categories% of clientsClients
1
HNWI
88.0%
44
2
Individuals
12.0%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$385Mas of March 27, 2026
Discretionary94.5%
$364M
95% of total RAUM94.5%
Non-discretionary5.5%
$21M
5% of total RAUM5.5%
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.
Total AUM$385M
Total Accounts260
10Y AUM Change+$215M (+126.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee8:1
10Y Employee Change+4 (+200.0%)
* 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.