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Tectonic Advisors LLC

● SEC registered since 2006CRD 139713SEC# 801-66385Frisco, TX
Export (members)
Reg. AUM
$5.14B
Employees
6
Accounts
9,259
Location
Frisco, TX

Tectonic Advisors LLC assets under management

Tectonic Advisors LLC is an investment advisory firm registered with the SEC based in Frisco, TX. The firm has been registered since 2006. It reports $5.1 billion in regulatory assets under management and employs 6 people.

Tectonic Advisors LLC owners & executives

14 reported
NameTitleOwnershipSince
Andrew Scott Erwin ControlCooUnder 5%2024
Brian Robert Bortz ControlShareholder10-25%2026
Dan Charles Wicker ControlShareholder10-25%2026
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Frequently asked questions

How much does Tectonic Advisors LLC manage?

Tectonic Advisors LLC reports $5.1 billion in regulatory assets under management on its Form ADV.

How many employees does Tectonic Advisors LLC have?

Tectonic Advisors LLC reports 6 employees.

Where is Tectonic Advisors LLC located?

Tectonic Advisors LLC is based in Frisco, TX and has been SEC-registered since 2006.

Does Tectonic Advisors LLC disclose fund performance?

Tectonic Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address17 Cowboys Way, Ste 250, Frisco, TX 75034
Phone713-250-4200
Fax713-250-4296
Office hours8:30 a.m. - 5:00 p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Regulatory AUM

$5.14B▲ 18%
Mar '25 — $4.35BApr '25 — $4.35BMay '25 — $4.35BJun '25 — $4.35BJul '25 — $4.35BAug '25 — $4.35BSep '25 — $4.35BOct '25 — $4.35BNov '25 — $4.35BDec '25 — $4.35BJan '26 — $4.35BFeb '26 — $4.35BMar '26 — $5.14BApr '26 — $5.14BMay '26 — $5.14BJun '26 — $5.14B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 13%
Larger than 87% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers

Assets under management

$5.14Bregulatory AUM
Discretionary $4.79BNon-discretionary $352.2M