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RECURRENT INVESTMENT ADVISORS LLC

HOUSTON, TX · CRD 288694 · IAPD ↗ · recurrentfunds.com · (832) 241-5900

$1.38BRegulatory AUM
6Advisory reps
6Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
April 2025 — RECURRENT INVESTMENT ADVISORS LLC crossed $1B in regulatory AUM ($782.2M -> $1.21B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
66
April 2024 — RECURRENT INVESTMENT ADVISORS LLC reported RAUM up 44% ($544.7M -> $782.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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