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- Custodian
- Charles Schwab & Company ยท US Bank
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-21-2006
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between October 21, 2025 and March 30, 2026, reported AUM increased 18.3%, from $4.3B to $5.1B.
Across 5 reported observations, AUM increased 91.4% between October 10, 2022 and March 30, 2026, from $2.7B to $5.1B.
Of the latest reported AUM, 93.2% is discretionary and 6.8% is non-discretionary.
The firm reports 3 advisory representatives and 2,377 clients, or 792.3 clients per representative. That equates to $2.2M in reported AUM per client.
The profile lists 1 reported office location and 20 years in operation. The source data was last updated on March 30, 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
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
BRIAN ROBERT BORTZ
Partner
- CRD
- #3225344
- Ownership
- 10% but less than 25%
STEVEN LAWRENCE CAIN
Associate
- CRD
- #4538520
- Ownership
- 10% but less than 25%
Showing 2 of 11 owners & executives
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CARLA PARISI KECK
Financial Advisor, General Partner
- CRD
- #4138004
BRAD ROBERT SANDERS
Advisor, Managing Director
- CRD
- #3081346
Showing 2 of 13 contacts
Unlock allAssets Under Management
| 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 |
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Separately Managed Accounts
SMA allocation detail is available
Tectonic 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
Tectonic Advisors LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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