Lear Investment Management 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 31, 2026, reports $1.2B in regulatory assets under management, 7 employees, 1 office, and 945 accounts.
Assets Under Management
$1.2B
Employees
7
Offices
1 office
Total Clients
294
Primary office
DALLAS, TX
2911 TURTLE CREEK BOULEVARD, SUITE 920, DALLAS, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 64.3% of total clients.
Top client categories% of clientsClients
1
Individuals
64.3%
189
2
HNWI
32.7%
96
3
Other Advisers
3.1%
9
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.2Bas of March 31, 2026
Discretionary98.0%
$1.2B
98% of total RAUM98.0%
Non-discretionary2.0%
$24M
2% of total RAUM2.0%
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 Accounts945
10Y AUM Change+$1.1B (+1061.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee42:1
10Y Employee Change+3 (+75.0%)
* 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.