Data / Investment advisers / Texas / Mytimeequity
Mytimeequity, Plano, TX: $184 million AUM, SEC registered investment adviser
Mytimeequity is an SEC registered investment adviser with its main office in Plano, Texas and reports $184 million in regulatory assets under management in its Form ADV filed October 6, 2026. Its clients include high net worth individuals, pooled investment vehicles and individuals. It is paid through a percentage of assets under management and performance based fees. It advises 6 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 316917
- SEC file number
- 801-136955
- SEC status
- Approved, effective August 5, 2026
- Legal name
- Mytimeequity, LLC
- Main office
- 4116 W Spring Creek Pkwy Suite 100, Plano, TX 75024
- Phone
- (972) 330-2771
- Website
- mytimeequity.com
- Regulatory AUM
- $183,983,000 in the Form ADV filed October 6, 2026
- Discretionary AUM
- $183,983,000
- Accounts
- 512
- Employees
- 7, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 6: 5 private equity funds, 1 other private fund
- Gross assets of private funds
- $16,483,466
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 6, 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 |
|---|---|---|
| High net worth individuals | 395 | $157 million |
| Pooled investment vehicles | 6 | $16.5 million |
| Individuals (other than high net worth individuals) | 108 | $9 million |
Other advisers in Plano
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Tevis Investment Management, LLC | Plano | $234.8 million | Not listed | adviserinfo.sec.gov |
| Vann Equity Management LLC | Plano | $231.2 million | Not listed | adviserinfo.sec.gov |
| Strategic Financial Planning, Inc. | Plano | $220.6 million | Not listed | adviserinfo.sec.gov |
| White Rock Oil & Gas Holdings, LLC | Plano | $205.1 million | 4 | adviserinfo.sec.gov |
| Fulcrum Wealth Management | Plano | $192.8 million | Not listed | adviserinfo.sec.gov |
| Peak American Investment Advisors, Inc. | Plano | $162.1 million | Not listed | adviserinfo.sec.gov |
| Spectrum Advisors, Inc. | Plano | $160 million | Not listed | adviserinfo.sec.gov |
| PMG Family Office, LLC | Plano | $144 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Plano, TX
- Investment advisers in Texas
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Mytimeequity 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.