Firm profile

DISRUPTIVE TECHNOLOGY ADVISERS LLC

DALLAS, TXCRD 164828Latest ADV April 30, 2026

Disruptive Technology Advisers LLC 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 April 30, 2026, reports $3.1B in regulatory assets under management, 16 employees, 2 offices, and 28 accounts.

Assets Under Management
$3.1B
Employees
16
Offices
2 offices
Total Clients
28
Primary office
DALLAS, TX
200 CRESCENT COURT, SUITE 1175, DALLAS, TX, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEOAlexander J. Davis
CCOMiles J. Edwards
CFOPhillip C. Caputo

Advisory services offered

1 types reported
Portfolio management for pooled investment vehicles

Fee models offered

3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
28

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$3.1Bas of April 30, 2026
Discretionary100.0%
$3.1B
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$3.1B
Total Accounts28
10Y AUM Change+$2.8B (+865.8%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees16
Clients per Employee2:1
10Y Employee Change0 (0.0%)

* 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.