Data / Investment advisers / Texas / Storehouse Financial LLC
Storehouse Financial LLC, Fort Worth, TX: $240 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Storehouse Financial LLC is an SEC registered investment adviser with its main office in Fort Worth, Texas and reports $240 million in regulatory assets under management in its Form ADV filed March 25, 2026. Its clients include individuals, high net worth individuals and corporations and other businesses. It is paid through a percentage of assets under management, hourly charges and performance based fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 140738
- SEC file number
- 801-122416
- SEC status
- Approved, effective September 29, 2021
- Main office
- 3200 Riverfront Dr. Suite 204, Fort Worth, TX 76107
- Phone
- (877) 305-3233
- Website
- storehousefinancial.com
- Regulatory AUM
- $240,390,695 in the Form ADV filed March 25, 2026
- Discretionary AUM
- $240,390,695
- Accounts
- 1,346
- Employees
- 6, of which 6 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, performance based fees
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 25, 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 |
|---|---|---|
| Individuals (other than high net worth individuals) | 1,290 | $161.8 million |
| High net worth individuals | 40 | $76.5 million |
| Corporations or other businesses | 9 | $1.3 million |
| Pension and profit sharing plans | 4 | $546,938 |
| Charitable organizations | 3 | $243,597 |
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 | $240.4 million | March 25, 2026 |
| December 1, 2025 | $207.9 million | August 1, 2025 |
Other advisers in Fort Worth
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Rivercrest Capital Management LLC | Fort Worth | $285.7 million | 3 | adviserinfo.sec.gov |
| M2g Ventures LLC | Fort Worth | $284 million | 12 | adviserinfo.sec.gov |
| Nolet Wealth Management, LLC | Fort Worth | $272.6 million | Not listed | adviserinfo.sec.gov |
| Bios Capital Management, LP | Fort Worth | $250.9 million | 24 | adviserinfo.sec.gov |
| Styre Wealth | Fort Worth | $250.8 million | Not listed | adviserinfo.sec.gov |
| Lummis Asset Management, L.P. | Fort Worth | $210 million | Not listed | adviserinfo.sec.gov |
| Steelhead Capital Management, LLC | Fort Worth | $202.5 million | 20 | adviserinfo.sec.gov |
| Brazos Wealth Advisors LLC | Fort Worth | $183.7 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Fort Worth, TX
- Investment advisers in Texas
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Storehouse Financial LLC on the SEC's adviser search
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.