# Arete Advisors

> Arete Advisors is a state-registered investment advisory firm in Houston, TX, registered since 2019, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 6, 2026.

- CRD: 299636
- Filed as: ARETE ADVISORS
- Legal name: Arete Investments, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Houston, TX
- Filing period: October 2026
- Form ADV filing dated: August 6, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/299636
- AdvisorCensus page: https://advisorcensus.com/firm/arete-advisors-houston-tx-299636

## Quick answers

**How is Arete Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Arete Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Arete Advisors located?**
Arete Advisors' principal office is in Houston, TX, according to its Form ADV.

**Is Arete Advisors registered with the SEC or a state?**
Arete Advisors is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 299636.

**How much does Arete Advisors manage?**
Arete Advisors reports $53,507,800 in regulatory assets under management in its Form ADV filing dated August 6, 2026 (93% discretionary).

**What types of clients does Arete Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (55); high net worth individuals (36); corporations or other businesses not listed above (3).

**Does Arete Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/299636

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $53,507,800
- Discretionary: $49,987,073
- Non-discretionary: $3,520,727

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 55 | $8,096,522 |
| High net worth individuals | 36 | $39,707,199 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $2,732,812 |
| Corporations or other businesses not listed above | 3 | $2,971,267 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2019 (7 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- arete-advisors.net

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Arete Advisors (CRD 299636): Form ADV filing data as of October 2026.