Ii Technology, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Austin, TX. Its latest Form ADV filing, dated March 30, 2026, reports $40M in regulatory assets under management, 2 employees, and 30 accounts.
Assets Under Management
$40M
Employees
2
Offices
--
Total Clients
26
Primary office
AUSTIN, TX
8701 W. HIGHWAY 71, SUITE 201, AUSTIN, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Other fee arrangements
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 34.6% of total clients.
Top client categories% of clientsClients
1
Individuals
34.6%
9
2
HNWI
34.6%
9
3
Irrevocable Trusts/Estates
19.2%
5
4
Other Advisers
7.7%
2
5
Investment Cos.
3.8%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$40Mas of March 30, 2026
Discretionary100.0%
$40M
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$40M
Total Accounts30
10Y AUM Change$-207K (-0.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee13:1
10Y Employee Change0 (0.0%)
* 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.