E
$19.3K Total AUM
$19.3K Disc. AUM
-- 3Y CAGR
1 Employees
2 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-30-2025
- Office Locations
- 1
Office Locations
-- Weatherford TX
About Exponential Advisors LLC
Exponential Advisors LLC is a Weatherford-based RIA. The firm has been operating for 1 years. Managing $19.3K in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Charles Schwab & Company.
Team overview
-- AVG AGE
$19.3K AVG AUM / ADVISOR
$9.6K AVG AUM / CLIENT
1.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
J
Joshua Barrett Brooks Sr
Chief Compliance Officer, Owner
- CRD
- #6631736
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,255 | -- |
| Non-Discretionary | $0 | -- |
| Total | $19,255 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Derivatives:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Derivatives | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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