Brazos Wealth Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Fort Worth, TX. Its latest Form ADV filing, dated March 16, 2026, reports $184M in regulatory assets under management, 3 employees, 1 office, and 425 accounts.
Assets Under Management
$184M
Employees
3
Offices
1 office
Total Clients
155
Primary office
FORT WORTH, TX
2833 CROCKETT ST., STE.102, FORT WORTH, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 61.9% of total clients.
Top client categories% of clientsClients
1
Individuals
61.9%
96
2
HNWI
31.6%
49
3
Pension Plans
5.8%
9
4
Corporations
0.6%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$184Mas of March 16, 2026
Discretionary92.9%
$171M
93% of total RAUM92.9%
Non-discretionary7.1%
$13M
7% of total RAUM7.1%
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$184M
Total Accounts425
10Y AUM Change+$72M (+64.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee52:1
10Y Employee Change+1 (+50.0%)
* 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.