Tectonic Advisors LLC
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
FINTRXOverview
Tectonic Advisors LLC is an SEC-registered investment adviser (registered in 2006) organized as an LLC that serves both individual/family and institutional clients. The firm operates as a capital allocator and charges clients on a percentage-of-AUM basis. Its advisory services include discretionary portfolio management for individuals/small businesses, pooled investment vehicles and institutions, plus selection of other advisers. Tectonic does not position itself as an ESG investor and is not identified as a multi-state or newly formed adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds53%
- Exchange Traded Equities35%
- Private Funds8%
- Cash & Cash Equivalents4%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 56Active vs passive
$1.6B in ETFs
50%
$810M
31%
$800M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD S&P 500 ETF (VOO) | Vanguard | Passive | Large Blend | $166M | 236,321 | 10.28% |
Location
Frisco, TX
Collin
Location
Frisco, TX
Headquartered in Frisco, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Collin
- Address
- 17 Cowboys Way
- Time zone
- CT (UTC-6)
- Office locations
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