SAN ANTONIO, TXCRD 297599Latest ADV February 24, 2026
Best Invest 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 February 24, 2026, reports $296M in regulatory assets under management, 4 employees, and 1,762 accounts.
Assets Under Management
$296M
Employees
4
Offices
--
Total Clients
672
Primary office
SAN ANTONIO, TX
16118 VIA SHAVANO, SUITE 100, SAN ANTONIO, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 85.0% of total clients.
Top client categories% of clientsClients
1
Individuals
85.0%
571
2
HNWI
11.9%
80
3
Corporations
2.4%
16
4
Pension Plans
0.4%
3
5
Charitable
0.3%
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$296Mas of February 24, 2026
Discretionary99.7%
$296M
100% of total RAUM99.7%
Non-discretionary0.3%
$783K
0% of total RAUM0.3%
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$296M
Total Accounts1,762
10Y AUM Change+$296M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee168:1
10Y Employee Change+3 (+300.0%)
* 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.