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RIA / WealthRegistered adviserstate registeredstate registeredRAUM under $100M

AMERICAN ELITE ADVISORY

TEXAS ELITE ADVISORY, LLC, CRD 212513

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:29575d49-d97f-0017-4b68-5539f132012d

Data as of Mar 2, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:12 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 3
On other graphs: 0
Observed: Mar 2, 2026 to Mar 2, 2026
1 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Regulatory AUM: $20.1MItem 5.F on the latest filing (2026-03-02); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $20.1M
Private client RAUM: $19.5MderivedItem 5.D individuals plus high net worth individuals
Private client share: 97%derivedprivate client RAUM over total RAUM
Employees: 6
Advisory employees: 5
Offices: 3Schedule D 1.F, beyond the principal office
Accounts: 183
Individual clients: 73
Custody, client assets: $20.1M
CRD: 212513
Filings on the tape: 1
First filed: Mar 2, 2026
Latest filed: Mar 2, 2026
Organised: Limited Liability Company, TX
Website: americaneliteadvisory.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
VERNON LEROY BELL	n/a	CROWLEY, TX	11	24	2	no
BRUCE LOUIS SUTHERLAND	Certified Financial Planner	Mabank, TX \| CROWLEY, TX	7	33	4	no
Sean Michael Horn	n/a	CROWLEY, TX \| The Villages, FL	6	11	1	no
James Van Shores	n/a	CROWLEY, TX \| Corpus Christi, TX	3	13	2	no
ROBERT Manuel LOZANO	n/a	ORMOND BEACH, FL \| Ormond Beach, FL \| CROWLEY, TX	2	34	1	no

Relationships

Registered with (8)

← ROBERT Manuel LOZANOAdvisorregistration: current employment
Mar 28, 2024 to presentfactForm ADV
← James Van ShoresAdvisorregistration: current employment
Nov 25, 2022 to presentfactForm ADV
← Sean Michael HornAdvisorregistration: current employment
Jun 10, 2020 to presentfactForm ADV
← BRUCE LOUIS SUTHERLANDAdvisorregistration: current employment
Sep 5, 2019 to presentfactForm ADV
← VERNON LEROY BELLAdvisorregistration: current employment
Jun 18, 2015 to presentfactForm ADV
← ROBERT RENN ROTHROCKAdvisorregistration: previous registration
May 12, 2016 to Jun 16, 2025factForm ADV
← WILLIAM AUGUSTUS STACKAdvisorregistration: previous registration
Aug 26, 2022 to Jan 2, 2025factForm ADV
← MIKE T GREINERAdvisorregistration: previous registration
Oct 18, 2019 to Nov 29, 2023factForm ADV

Dated events

Occurred
Jun 16, 2025
Advisor changed firm
Robert Renn Rothrock left American Elite Advisory for Insight Folios (registered 2025-06-16)
Form ADVobserved 5 days ago
Occurred
Jan 2, 2025
Advisor changed firm
William Augustus Stack left American Elite Advisory for Archer Investment Corporation (registered 2025-10-28)
Form ADVobserved 5 days ago
Occurred
Nov 29, 2023
Advisor changed firm
Mike T Greiner left American Elite Advisory for Global View Capital Management Llc (registered 2023-12-14)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:29575d49-d97f-0017-4b68-5539f132012d
First observed: Mar 2, 2026
Last observed: Mar 2, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

AMERICAN ELITE ADVISORY

TEXAS ELITE ADVISORY, LLC, CRD 212513

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:29575d49-d97f-0017-4b68-5539f132012d

Data as of Mar 2, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:12 AM UTC and rebuilt at most every 15 minutes.