Save Advisers 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 April 9, 2026, reports $4M in regulatory assets under management, 7 employees, and 200 accounts.
Assets Under Management
$4M
Employees
7
Offices
--
Total Clients
200
Primary office
HOUSTON, TX
4306 YOAKUM BLVD, SUITE 200, HOUSTON, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Other fee arrangements
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 100.0% of total clients.
Top client categories% of clientsClients
1
Individuals
100.0%
200
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$4Mas of April 9, 2026
Discretionary100.0%
$4M
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$4M
Total Accounts200
10Y AUM Change+$4M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee29:1
10Y Employee Change-1 (-12.5%)
* 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.