THIRTEEN TWENTY-TWO ADVISORS

RIASEC RegisteredEst. 2026

Total AUM

$163M

Discretionary

$163M

100% of AUM

Avg account

$220K

Accounts

743

Employees

Advisory reps

Firm details

Headquarters: FORT WORTH, Texas
CRD number: 339326
Registered since: January 5, 2026
Website: www.1322advisors.com
Custodians: LPL FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals60.3%
HNWI26.39%
Pension & Profit Sharing Plans13.15%
Charitable Organizations0.15%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Thirteen Twenty-Two Advisors is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves both individual and family clients as well as institutional relationships and offers a mix of financial planning and discretionary portfolio management, including work with individuals, small businesses, and pension-related consulting. It also acts as a capital allocator and performs selection of other advisers, which indicates the firm places client capital with external managers or constructs multi-manager solutions. Fee arrangements are flexible and include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm is not an active ESG investor and lists affiliations with accounting and insurance firms.