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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- QuantumCatalyst +more
- Established Date
- 01-01-2002
- Office Locations
- 1
Office Locations
About Lauterbach Financial Advisors, LLC
Lauterbach Financial Advisors is an independent, fee-only fiduciary RIA based in El Paso, TX, providing comprehensive financial planning alongside investment strategy and portfolio construction. The firm serves retail and institutional relationships and builds allocations using public funds, including mutual funds and ETFs, with fixed-income exposure such as municipal bonds. It supports client servicing and reporting through Orion and custodies assets with major providers such as Schwab.
Team overview
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Investment Themes
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Owner & Executives
Adrian Antonio Brito
Partner
- CRD
- #7972631
- Ownership
- 10% but less than 25%
BILLY RAY DEFRANCE SR
Wealth Advisor
- CRD
- #4888322
- Ownership
- 10% but less than 25%
Signal capital
Summit momentum crest
- CRD
- #65771
- Ownership
- 8.7%
Showing 2 of 9 owners & executives
Unlock allContacts
WILLIAM SCOTT JOHNS MR.
--
- CRD
- #4470668
STEVE LAUTERBACH MR.
Financial Advisor
- CRD
- #4470654
Wave alpha
Signal quantum
- CRD
- #60610
Showing 2 of 13 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $699,815,423 | $676,804 |
| Non-Discretionary | $441,405 | $110,351 |
| Total | $700,256,828 | $674,621 |
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Separately Managed Accounts
Total SMA Asset: $700,256,828
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $368,313,065 | 15.4% |
| Cash | $394,621,141 | 16.5% |
| Equity - Exchange | $449,628,937 | 18.8% |
| U.S. Government/Agency | $509,420,019 | 21.3% |
| Municipal Bonds | $669,660,118 | 28.0% |
| Total | $2,391,643,280 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| GLACIER CREST BRIDGE | PRIME PATHWAY | D6UCFL2WL | BRHN | 3.49% | $72,250,646 |
| MERIDIAN SIGNAL | ALPHA OAK | O4OY6J4VJ | IUC | 4.78% | $117,966,377 |
| BEACON FUSION CAPITAL | FOCUS SUMMIT | RHQ6BBRI6 | WSCB | 3.21% | $20,216,824 |
| OAK NORTH | PEAK FUSION | MYF3QCM7I | EWA | 12.36% | $83,184,464 |
| PIONEER RADIAL | BRIDGE ATLAS | 90A3DH2LC | BHA | 12.19% | $101,451,608 |
| EAGLE SUMMIT | EAGLE VALUE | JE9DI2W9D | OUP | 3.22% | $91,604,062 |
| BRIDGE WAVE PEAK | BEACON EMBER | P62ENYQ5T | MOO | 11.45% | $86,945,977 |
| EAGLE EAGLE | MERIDIAN EMBER | S092I57GY | KZEE | 4.30% | $101,096,347 |