Mytimeequity is an SEC registered investment adviser organized as a limited liability company with a primary office location in Plano, TX. Its latest Form ADV filing, dated July 1, 2026, reports $184M in regulatory assets under management, 7 employees, and 512 accounts.
Assets Under Management
$184M
Employees
7
Offices
--
Total Clients
512
Primary office
PLANO, TX
4116 W SPRING CREEK PKWY, SUITE 100, PLANO, TX, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked Sep 12, 2026
Client Coverage Demographics
Top client segmentHNWI represent 77.1% of total clients.
Top client categories% of clientsClients
1
HNWI
77.1%
395
2
Individuals
21.1%
108
3
Pooled Investment Vehicles
1.2%
6
4
HELD AWAY ACCOUNTS
0.6%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$184Mas of July 1, 2026
Discretionary100.0%
$184M
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$184M
Total Accounts512
10Y AUM Change$0 (0.0%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee73:1
10Y Employee Change0 (0.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* 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.