$34.9M Total AUM
$34.2M Disc. AUM
-- 3Y CAGR
1 Employees
75 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-12-2020
- Office Locations
- 1
Office Locations
-- NEW Braunfels TX
About Force Acres, LLC
FORCE ACRES, LLC is an independent, retail-focused RIA based in New Braunfels, Texas. The firm provides financial planning, including tax and estate planning, and implements client portfolios primarily through separately managed accounts invested in public funds with a cash sleeve. Custody is with Charles Schwab & Co.
Team overview
50 AVG AGE
$34.9M AVG AUM / ADVISOR
$465.3K AVG AUM / CLIENT
6.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs 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
KEVIN FORCE
Chief Compliance Officer
- CRD
- #5565403
- Ownership
- 75% or more
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $34,213,519 | -- |
| Non-Discretionary | $681,390 | -- |
| Total | $34,894,909 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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