Data / Investment advisers / Texas / Lear Investment Management
Lear Investment Management, Dallas, TX: $1.2 billion AUM, SEC registered investment adviser
Lear Investment Management is an SEC registered investment adviser with its main office in Dallas, Texas and reports $1.2 billion in regulatory assets under management in its Form ADV filed March 31, 2026. Its clients include other investment advisers, high net worth individuals and individuals. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 174119
- SEC file number
- 801-110851
- SEC status
- Approved, effective July 21, 2017
- Legal name
- FWL Investment Management, LLC
- Main office
- 2911 Turtle Creek Boulevard Suite 920, Dallas, TX 75219
- Phone
- (214) 445-5900
- Regulatory AUM
- $1,240,034,033 in the Form ADV filed March 31, 2026
- Discretionary AUM
- $1,215,641,368
- Non discretionary AUM
- $24,392,665
- Accounts
- 945
- Employees
- 7, of which 4 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 31, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Other investment advisers | 9 | $846.2 million |
| High net worth individuals | 96 | $358.4 million |
| Individuals (other than high net worth individuals) | 189 | $35.4 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $1.24 billion | March 31, 2026 |
| December 1, 2025 | $805.7 million | April 28, 2025 |
Other advisers in Dallas
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Penn Davis McFarland Inc | Dallas | $1.36 billion | Not listed | adviserinfo.sec.gov |
| Citation | Dallas | $1.36 billion | 7 | adviserinfo.sec.gov |
| Beacon Financial Group | Dallas | $1.30 billion | Not listed | adviserinfo.sec.gov |
| Trigate Management LLC | Dallas | $1.28 billion | 10 | adviserinfo.sec.gov |
| Webs Creek Capital Management LP | Dallas | $1.25 billion | 2 | adviserinfo.sec.gov |
| BWCP, LP | Dallas | $1.23 billion | 1 | adviserinfo.sec.gov |
| Integrity Advisory Solutions | Dallas | $1.10 billion | Not listed | adviserinfo.sec.gov |
| Coppell Advisory Solutions LLC | Dallas | $1.10 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Dallas, TX
- Investment advisers in Texas
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving other investment advisers
- Advisers serving high net worth individuals
- Lear Investment Management on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.