← Tributary

BP CAPITAL ENERGY ADVISORS, LLC

DALLAS, TX · CRD 167087 · IAPD ↗ · 214-265-1090

$537.2MRegulatory AUM
7Advisory reps
9Employees
0Clients
n/aPlanning clients
6Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

33
April 2025 — BP CAPITAL ENERGY ADVISORS, LLC reported RAUM down 38% ($850.2M -> $530.7M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
49
June 2024 — BP CAPITAL ENERGY ADVISORS, LLC reported RAUM up 33% ($637.3M -> $847.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2024 — BP CAPITAL ENERGY ADVISORS, LLC grew from 6 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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