ARGYLE, TXCRD 322676Registration Status: ApprovedEffective since May 15, 2026Latest ADV July 28, 2026
Panteles Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Argyle, TX. Its latest Form ADV filing, dated July 28, 2026, reports $108M in regulatory assets under management, 4 employees, and 106 accounts.
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked Aug 22, 2026
Client Coverage Demographics
Top client segmentHNWI represent 94.9% of total clients.
Top client categories% of clientsClients
1
HNWI
94.9%
37
2
Individuals
5.1%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$108Mas of July 28, 2026
Discretionary100.0%
$108M
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$108M
Total Accounts106
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 Employees4
Clients per Employee10:1
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.