Autumn Lane Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Houston, TX. Its latest Form ADV filing, dated February 10, 2026, reports $1.2B in regulatory assets under management, 7 employees, and 926 accounts.
Assets Under Management
$1.2B
Employees
7
Offices
--
Total Clients
73
Primary office
HOUSTON, TX
7500 SAN FELIPE, SUITE 1030, HOUSTON, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 80.8% of total clients.
Top client categories% of clientsClients
1
HNWI
80.8%
59
2
Pooled Investment Vehicles
17.8%
13
3
Corporations
1.4%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.2Bas of February 10, 2026
Discretionary64.8%
$777M
65% of total RAUM64.8%
Non-discretionary35.2%
$422M
35% of total RAUM35.2%
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$1.2B
Total Accounts926
10Y AUM Change+$1.0B (+701.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee10:1
10Y Employee Change+5 (+250.0%)
* 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.