$5.1B Total AUM
$4.8B Disc. AUM
25.7% 3Y CAGR
6 Employees
2,377 ADV. Clients
20 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท US Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-21-2006
- Office Locations
- 1
Office Locations
17 Cowboys WAY STE 250 Frisco TX
About Tectonic Advisors LLC
Tectonic Advisors LLC is a Frisco-based RIA. The firm has been operating for 20 years. Managing $5.1B in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company and US Bank.
Team overview
48 AVG AGE
$1.7B AVG AUM / ADVISOR
$2.2M AVG AUM / CLIENT
3.9 yrs AVG TENURE
6 Employees
3 Advisory Reps
2 RIA Reps
20yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
BRIAN ROBERT BORTZ
Partner
- CRD
- #3225344
- Ownership
- 10% but less than 25%
Available
Available
Available
S
STEVEN LAWRENCE CAIN
Associate
- CRD
- #4538520
- Ownership
- 10% but less than 25%
Available
Available
Available
Showing 2 of 11 owners & executives
Unlock allContacts
CARLA PARISI KECK
Financial Advisor, General Partner
- CRD
- #4138004
Available
Available
Available
BRAD ROBERT SANDERS
Advisor, Managing Director
- CRD
- #3081346
Available
Available
Available
Showing 2 of 13 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,789,412,289 | $551,458 |
| Non-Discretionary | $352,163,120 | $613,525 |
| Total | $5,141,575,409 | $555,306 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Private Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing