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TECTONIC ADVISORS LLC

FRISCO, TX · CRD 139713 · IAPD ↗ · 713-250-4200

$5.14BRegulatory AUM
3Advisory reps
6Employees
0Clients
n/aPlanning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — TECTONIC ADVISORS LLC shrank from 5 to 3 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
67
April 2024 — TECTONIC ADVISORS LLC reported RAUM up 37% ($2.64B -> $3.60B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.