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| Tectonic Advisors LLC
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|---|---|
| CRD # | 139713 |
| SEC # | 801-66385 |
| CIK # | 0001859918 |
| AUM | 5,141.6 M (2026-03-30) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 713-250-4200 |
| Address | 17 Cowboys Way Frisco, TX 75034 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Cisco Systems Inc | 0.0 | ||
| Iron Mountain Inc | 0.0 | ||
| Oneok Inc /New/ | 0.0 | ||
| Enbridge Inc | 0.0 | ||
| National Retail Properties Inc | 0.0 | ||
| International Business Machines Corp | 0.0 | ||
| NRG Yield Inc | 0.0 | ||
| Altria Group Inc | 0.0 | ||
| Merck & Co Inc | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,513 | 0.4 |
| (b) Individuals (high net worth individuals) | 723 | 2.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 2.2 |
| (g) Pension and profit sharing plans | 137 | 0.1 |
| (h) Charitable organizations | 3 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 9,259 | 5.1 |
| By Discretionary | ||
| Discretionary | 8,685 | 4.8 |
| Non-Discretionary | 574 | 0.4 |
| Total | 9,259 | 5.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.1 | |
| Total | 9,259 | 5.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001859918] | |
| SC 13G | [0001859918] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Tectonic Advisors LLC | Unified Series Trust | [2023-06-28] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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