DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Former SEC-registered adviser

American Elite Advisory

STATE REGISTEREDCRD 212513websiteIAPD
Legal name Texas Elite Advisory, LLC
Latest filing Mar 2, 2026
First filing on the tape Mar 2, 2026 · 1 filings
RAUM
$20.1M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
97%
$19.5M individuals and HNW
Advisors
n/a
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
6
5 advisory (5.B.1)
Offices
3
beyond the principal office
Private funds
0
reported on Schedule D
History
0 filings and snapshots on the tape
RAUM: no history
HNW client RAUM: no history
State-registered IARs (5.B.3): no history
Employees (5.A): no history
Private funds: no history
Practice profile
derived from the filing of Mar 2, 2026; every figure names its basis
RAUM per advisor
$4.0MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
$109,980derivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
unknownderivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.2derivedItem 5.A over advisors
Advisors per office
1.3derived4 offices incl. principal (1.F.5)
RAUM growth, one year
unknownderivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assetsreportedItem 5.E
Advisory activities
portfolio management for individualsreportedItem 5.G
Custody
$20.1M, 77 clientsreportedItem 9.A
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • has custody of client cash or bank accounts (9.A.1.a)
  • has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Individuals$16.8M83%
  • High-net-worth individuals$2.7M13%
  • Corporations and businesses$634,9333.2%
Individual clients
73reported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
183reported
Financial planning clients
n/areported
Wrap fee programs
noreported
Custody of client assets
$20.1M for 77 clientsreported
Compensation
% of AUMreported
Class basis
on the IAPD state feed, not SEC-registeredderived
Advisors registered through the firm
5 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
Vernon Leroy BellCrowley, TxJun 18, 201524 y2
Bruce Louis SutherlandCertified Financial PlannerMabank, Tx Sep 5, 201933 y4
Sean Michael HornCrowley, Tx Jun 10, 202011 y1
James Van ShoresCrowley, Tx Nov 25, 202213 y2
Robert Manuel LozanoOrmond Beach, Fl Mar 28, 202434 y1
Advisor movement
Joined, latest
Every departureEvery arrival
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
No Schedule A on the extract for this adviser.
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
OfficeAdvisorsJoinedLeftTeams outForming
Crowley, Tx500
Garland, Tx000
Irving, Tx000
Salem, Mo000
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
One filing, no change to show.
Signals
3 dated events
  • Robert Renn Rothrock left American Elite Advisory for Insight Folios (registered 2025-06-16)
    Jun 16, 2025 · Advisor changed firm · fact
  • William Augustus Stack left American Elite Advisory for Archer Investment Corporation (registered 2025-10-28)
    Jan 2, 2025 · Advisor changed firm · fact
  • Mike T Greiner left American Elite Advisory for Global View Capital Management Llc (registered 2023-12-14)
    Nov 29, 2023 · Advisor changed firm · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
Firm profile
linkedin.com/company/369294/admin/feed/postsreportedpublic record, Form ADV, Sep 17, 2026
Website
texaseliteadvisory.comreportedpublic record, Form ADV, Sep 17, 2026
Principal office phone
972-437-8960reportedpublic record, Form ADV, Mar 2, 2026
Provenance
Form ADV
SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors
IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class
STATE REGISTEREDderiveda rule over Items 5.D and 7.A
RAUM per advisor
n/aderivedfirm RAUM over the IAPD count; not a book size
Loaded
Sep 15, 2026