Cottonwood Capital Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Irving, TX. Its latest Form ADV filing, dated March 24, 2026, reports $347M in regulatory assets under management, 5 employees, and 640 accounts.
Assets Under Management
$347M
Employees
5
Offices
--
Total Clients
210
Primary office
IRVING, TX
105 DECKER COURT SUITE 730, IRVING, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 52.4% of total clients.
Top client categories% of clientsClients
1
Individuals
52.4%
110
2
HNWI
38.6%
81
3
Corporations
6.7%
14
4
Pooled Investment Vehicles
1.9%
4
5
Charitable
0.5%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$347Mas of March 24, 2026
Discretionary100.0%
$347M
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$347M
Total Accounts640
10Y AUM Change+$347M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee42:1
10Y Employee Change+1 (+25.0%)
* 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.