Firm profile

TEAMWORK FINANCIAL ADVISORS, LLC

SAN ANTONIO, TXCRD 165237Latest ADV April 20, 2026

Teamwork Financial Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Antonio, TX. Its latest Form ADV filing, dated April 20, 2026, reports $1.0B in regulatory assets under management, 30 employees, 4 offices, and 4,648 accounts.

Assets Under Management
$1.0B
Employees
30
Offices
4 offices
Total Clients
2,485
Primary office
SAN ANTONIO, TX
8 DOMINION DRIVE BLDG 100-103, SAN ANTONIO, TX, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEODouglas R. Moe
CCODouglas R. Moe

Advisory services offered

3 types reported
Financial Planning Services
Portfolio management for individuals and small businesses
Selection of other advisers

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 59.8% of total clients.
Top client categories% of clientsClients
1
Individuals
59.8%
1,487
2
HNWI
40.0%
993
3
Charitable
0.1%
3
4
Pension Plans
0.1%
2
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$1.0Bas of April 20, 2026
Discretionary100.0%
$1.0B
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.

Total AUM$1.0B
Total Accounts4,648
10Y AUM Change+$897M (+767.8%)

Employee Growth by Quarter

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

Total Employees30
Clients per Employee83:1
10Y Employee Change+23 (+328.6%)

* 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.