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SOFTVEST ADVISORS

ABILENE, TX · CRD 300084 · IAPD ↗ · 325-677-6177

$788.2MRegulatory AUM
7Advisory reps
7Employees
1Clients
n/aPlanning clients
6Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

53
April 2026 — SOFTVEST ADVISORS now reports custody of client assets ($1.58B).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
51
April 2025 — SOFTVEST ADVISORS reported RAUM up 44% ($544.2M -> $783.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
38
April 2024 — SOFTVEST ADVISORS added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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