THE WOODLANDS, TXCRD 174865Latest ADV March 5, 2026
Threadgill Financial, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in The Woodlands, TX. Its latest Form ADV filing, dated March 5, 2026, reports $399M in regulatory assets under management, 3 employees, 1 office, and 901 accounts.
Assets Under Management
$399M
Employees
3
Offices
1 office
Total Clients
381
Primary office
THE WOODLANDS, TX
2170 BUCKTHORNE PLACE, SUITE 260, THE WOODLANDS, 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 61.7% of total clients.
Top client categories% of clientsClients
1
Individuals
61.7%
235
2
HNWI
38.3%
146
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$399Mas of March 5, 2026
Discretionary100.0%
$399M
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$399M
Total Accounts901
10Y AUM Change+$290M (+264.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee127:1
10Y Employee Change+1 (+50.0%)
* 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.