Tectonic Advisors LLC

RIASEC RegisteredEst. 2006

Total AUM

$5.1B

Discretionary

$4.8B

93% of AUM

Avg account

$555K

Accounts

9,259

Employees

Advisory reps

Firm details

Headquarters: Frisco, Texas
CRD number: 139713
Registered since: April 21, 2006
Website: tectonicadvisors.com
Custodians: CHARLES SCHWAB & CO., INC., TBANK, NA
Fee structure: Percentage of AUM
Client types: HNWI45.46%
Pooled Investment Vehicles43.68%
Individuals8.59%
Pension & Profit Sharing Plans2.17%
Charitable Organizations0.1%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Tectonic Advisors LLC is an SEC-registered investment adviser organized as an LLC and operating since 2006. The firm manages discretionary and non‑discretionary portfolios for individuals and families as well as institutional clients, charging fees based on a percentage of assets under management. Its advisory services include portfolio management for individuals/small businesses, pooled investment vehicles and institutions, and the selection of outside managers. The firm identifies itself as a capital allocator and is connected with a range of industry counterparties (broker‑dealer, other advisers, banking, accounting and insurance relationships) and sponsors or manages pooled vehicles. Tectonic is not described as an active ESG investor and does not present itself as a multi‑state adviser. It allocates both directly to public securities and by committing to third‑party managers and funds.