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DISRUPTIVE TECHNOLOGY ADVISERS LLC

DALLAS, TX · CRD 164828 · IAPD ↗ · disruptive.tech · (214) 668-1536

$7.68BRegulatory AUM
3Advisory reps
16Employees
0Clients
n/aPlanning clients
28Private funds
1States
4Disclosures
fundSegment
ApprovedSEC status

Filing changes

60
September 2026 — DISRUPTIVE TECHNOLOGY ADVISERS LLC reported RAUM up 146% ($3.12B -> $7.68B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2026 — DISRUPTIVE TECHNOLOGY ADVISERS LLC crossed $1B in regulatory AUM ($890.7M -> $3.20B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
33
February 2026 — DISRUPTIVE TECHNOLOGY ADVISERS LLC moved its main office from AUSTIN, TX to DALLAS, TX.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
38
February 2026 — DISRUPTIVE TECHNOLOGY ADVISERS LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
38
April 2025 — DISRUPTIVE TECHNOLOGY ADVISERS LLC shrank from 10 to 3 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
33
May 2024 — DISRUPTIVE TECHNOLOGY ADVISERS LLC reported RAUM down 28% ($959.2M -> $690.2M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
38
April 2024 — DISRUPTIVE TECHNOLOGY ADVISERS LLC shrank from 16 to 12 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

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