T
$154.4M Total AUM
$154.4M Disc. AUM
-- 3Y CAGR
3 Employees
3 ADV. Clients
0 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-01-2025
- Office Locations
- 1
Office Locations
600 Travis Street STE 5900 Houston TX
About Tectonic Capital Advisors, LLC
Tectonic Capital Advisors, LLC is a Houston-based RIA. The firm has been operating for 0 years. Managing $154.4M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$77.2M AVG AUM / ADVISOR
$51.5M AVG AUM / CLIENT
0.7 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
0yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
MICHELLE BARTOE BAIRD
Chief Financial Officer
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
David Lee Hunt
Chief Compliance Officer
- CRD
- #2772872
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 3 owners & executives
Unlock allContacts
JUAQUIN GABRIEL ARELLANO
Financial Advisor, General Partner
- CRD
- #4921770
Available
Available
Available
Showing 1 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $154,408,708 | $3,216,848 |
| Non-Discretionary | $0 | -- |
| Total | $154,408,708 | $3,216,848 |
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 Municipal Bonds:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
Continue browsing