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AUGMENT ADVISORS, LLC

AUSTIN, TX · CRD 335130 · IAPD ↗ · 757-298-9839

$342.6MRegulatory AUM
3Advisory reps
3Employees
1Clients
n/aPlanning clients
38Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

30
May 2026 — AUGMENT ADVISORS, LLC notice-filed in CT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
38
May 2026 — AUGMENT ADVISORS, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
May 2026 — AUGMENT ADVISORS, LLC grew from 1 to 3 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
83
February 2026 — AUGMENT ADVISORS, LLC (AUSTIN, TX) is newly SEC-registered with $342.6M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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