Mastodon Advisory Group, LLC
● SEC registered since 2021CRD 283494SEC# 801-121403
Reg. AUM
$492.5M
Employees
2
Accounts
3
Location
—
Mastodon Advisory Group, LLC assets under management
Mastodon Advisory Group, LLC operates as an SEC-registered investment adviser. The firm has been registered since 2021. It reports $492.5 million in regulatory assets under management and employs 2 people.
Mastodon Advisory Group, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Warren Bane Control | Managing Member & Chief Compliance Officer | Over 75% | 2016 |
Frequently asked questions
How much does Mastodon Advisory Group, LLC manage?
Mastodon Advisory Group, LLC reports $492.5 million in regulatory assets under management on its Form ADV.
How many employees does Mastodon Advisory Group, LLC have?
Mastodon Advisory Group, LLC reports 2 employees.
Does Mastodon Advisory Group, LLC disclose fund performance?
Mastodon Advisory Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | (713) 425-4198 |
| Office hours | Not Applicable - Office Visits By Appointment Only |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$492.5M▲ 21%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 48%
Larger than 52% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$492.5Mregulatory AUM
Discretionary $492.5M