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
29
Offices
4 offices
Total Clients
2,485
Primary office
SAN ANTONIO, TX
8 DOMINION DRIVE BLDG 100-103, SAN ANTONIO, TX, United States
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 May 18, 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%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees29
Clients per Employee86:1
10Y Employee Change+22 (+314.3%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* 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.