← Tributary

EOC PARTNERS ADVISORS L.P.

HOUSTON, TX · CRD 321653 · IAPD ↗ · eocpartners.com · 713-828-0482

$2.37BRegulatory AUM
6Advisory reps
7Employees
0Clients
n/aPlanning clients
13Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2026 — EOC PARTNERS ADVISORS L.P. reported RAUM up 53% ($1.54B -> $2.37B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2025 — EOC PARTNERS ADVISORS L.P. reported RAUM up 53% ($1.01B -> $1.54B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2024 — EOC PARTNERS ADVISORS L.P. crossed $1B in regulatory AUM ($402.1M -> $1.01B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

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