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RIA / WealthRegistered adviserother adviserSEC registeredRAUM 100m 1b

ALEXIS INVESTMENT PARTNERS, LLC

CRD 313394

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:f1e2ab35-2b3e-e8ad-2a09-095c1e20182d

Data as of Mar 20, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:27 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 5
On other graphs: 0
Observed: Apr 7, 2021 to Mar 20, 2026
14 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: other adviserderivedprivate_client_share=0.12 fund_share=0.72 institutional_share=0.1 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $206MItem 5.F on the latest filing (2026-03-20); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $206M
Private client RAUM: $25.2MderivedItem 5.D individuals plus high net worth individuals
Private client share: 12%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 4
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 220
Individual clients: 21
High net worth clients: 42
SEC number: 801-121162
CRD: 313394
Filings on the tape: 14
First filed: Apr 7, 2021
Latest filed: Mar 20, 2026
Organised: Limited Liability Company, TX

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BROWNE, JASON, WILLIAM	President	E	yes	03/2021	Apr 7, 2021	Oct 29, 2024
ROBERTS, ALEXIS, VIROY BROWNE	CHIEF OPERATING OFFICER	Na	yes	03/2021	Apr 7, 2021	Oct 29, 2024
MESSER, JANET, LYNN	CHIEF COMPLIANCE OFFICER	Na	no	11/2022	Nov 7, 2022	Oct 29, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 20, 2026	$206M	$206M	4	2	n/a	n/a
2024	Apr 3, 2025	$182M	$182M	5	3	n/a	n/a
2023	Mar 29, 2024	$160M	$160M	5	3	n/a	n/a
2022	Feb 2, 2023	$163M	$163M	5	3	n/a	n/a
2021	Jan 31, 2022	$104M	$104M	4	3	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	2	-2	n/a	0	0	0	0	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$206M	$182M	13.6%	$163M	8.1%	4	5	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC	2	Mar 6, 2026	Mar 10, 2026	MONTGOMERY, TX	Team lift out	RIA to RIA	100.0%

Relationships

Moved with (1)

→ INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLCRegistered adviser2 advisors, team lift out, same day
Mar 6, 2026 to Mar 10, 2026factForm ADV

Registered with (2)

← JASON WILLIAM BROWNEAdvisorregistration: previous registration
Jun 2, 2021 to Mar 6, 2026factForm ADV
← Alexis Viroya Browne RobertsAdvisorregistration: previous registration
May 19, 2021 to Mar 6, 2026factForm ADV

Controls (2)

← BROWNE, JASON, WILLIAMOwnerPRESIDENT, ownership code E, individual
Apr 7, 2021 to Oct 29, 2024factForm ADV
← ROBERTS, ALEXIS, VIROY BROWNEOwnerCHIEF OPERATING OFFICER, ownership code NA, individual
Apr 7, 2021 to Oct 29, 2024factForm ADV

Owns (1)

← MESSER, JANET, LYNNOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Nov 7, 2022 to Oct 29, 2024factForm ADV

Dated events

Occurred
Mar 6, 2026
Team lift-out
2 advisors left Alexis Investment Partners, LLC (Montgomery, TX) for Independent Solutions Wealth Management, LLC on the same day
Form ADVobserved 3 days ago
2 advisors
Occurred
Mar 6, 2026
Advisor changed firm
Alexis Viroya Browne Roberts left Alexis Investment Partners, Llc for Independent Solutions Wealth Management, Llc (registered 2026-03-10)
Form ADVobserved 4 days ago
Occurred
Mar 6, 2026
Advisor changed firm
Jason William Browne left Alexis Investment Partners, Llc for Independent Solutions Wealth Management, Llc (registered 2026-03-10)
Form ADVobserved 4 days ago
Occurred
Nov 7, 2022
Regulatory AUM changed
Alexis Investment Partners, Llc reported RAUM $210.6M, up 103% from $103.8M (2022-01-31 to 2022-11-07)
Form ADVobserved 4 days ago
$107M
Occurred
Apr 7, 2021
First Form ADV filing
Alexis Investment Partners, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f1e2ab35-2b3e-e8ad-2a09-095c1e20182d
First observed: Apr 7, 2021
Last observed: Mar 20, 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.

ALEXIS INVESTMENT PARTNERS, LLC

CRD 313394

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:f1e2ab35-2b3e-e8ad-2a09-095c1e20182d

Data as of Mar 20, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:27 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BROWNE, JASON, WILLIAM

President

yes

03/2021

Apr 7, 2021

Oct 29, 2024

ROBERTS, ALEXIS, VIROY BROWNE

CHIEF OPERATING OFFICER

yes

03/2021

Apr 7, 2021

Oct 29, 2024

MESSER, JANET, LYNN

CHIEF COMPLIANCE OFFICER

11/2022

Nov 7, 2022

Oct 29, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 20, 2026

$206M

n/a

2024

Apr 3, 2025

$182M

n/a

2023

Mar 29, 2024

$160M

n/a

2022

Feb 2, 2023

$163M

n/a

2021

Jan 31, 2022

$104M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-2

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$206M

$182M

13.6%

$163M

8.1%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC

Mar 6, 2026

Mar 10, 2026

MONTGOMERY, TX

Team lift out

RIA to RIA

100.0%