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 a privately held investment adviser formed as a limited liability company and operating as a capital allocator to both individual/family and institutional clients. The firm charges fees as a percentage of assets under management and provides portfolio management across individuals, pooled vehicles and institutional accounts, and it also performs manager selection. Tectonic is not an active ESG investor and does not identify as a multi-state adviser on its filings. Its regulatory records show registration dating back to 2006. The firm maintains a range of industry relationships beyond pure advisory services, including affiliations with broker-dealers, banking institutions, insurance firms, accountants and roles as sponsor or managing member of pooled investment vehicles. Those connections suggest an integrated approach to custody, product access and sponsored vehicles alongside third-party manager selection.