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- Custodian
- Charles Schwab & Company · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 09-25-2003
- Office Locations
- 1
Office Locations
About Tanglewood Legacy Advisors, LLC
Houston-based Tanglewood Legacy Advisors serves entrepreneurs and multigenerational families as a “Family CFO,” coordinating tax, business, philanthropic and estate planning with clients’ other advisors through a virtual boardroom. The firm delivers holistic wealth planning, portfolio construction and asset-allocation management, using public funds including ETFs and mutual funds, and works with custodians such as LPL Financial.
Reported data analysis
What the numbers show
Between February 10, 2025 and March 27, 2026, reported AUM increased 43.9%, from $562.1M to $809.0M.
Across 5 reported observations, AUM increased 122.0% between December 19, 2022 and March 27, 2026, from $364.4M to $809.0M.
Of the latest reported AUM, 96.4% is discretionary and 3.6% is non-discretionary.
The firm reports 4 advisory representatives and 185 clients, or 46.3 clients per representative. That equates to $4.4M in reported AUM per client.
The profile lists 1 reported office location and 23 years in operation. The source data was last updated on March 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
Kevin Bruce Roth
Chief Executive Officer, Managing Director
- CRD
- #5826198
- Ownership
- 75% or more
ANDREW TODD GARDENER
Chairman, Chief Compliance Officer, President
- CRD
- #1172071
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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FRANCISCO ABELARDO SALAVERRY
Wealth Advisor
- CRD
- #6752973
ERANDATHI M SHAW
Vice President
- CRD
- #4768836
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $779,522,702 | $1,392,005 |
| Non-Discretionary | $29,451,823 | $9,817,274 |
| Total | $808,974,525 | $1,436,900 |
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Separately Managed Accounts
SMA allocation detail is available
Tanglewood Legacy Advisors, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Tanglewood Legacy Advisors, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.