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Eubank, Hutson & Associates, LLC

Plano, TXSEC-registered investment adviserCRD 226519

Filed as EUBANK, HUTSON & ASSOCIATES, LLC

Eubank, Hutson & Associates, LLC is an SEC-registered investment advisory firm in Plano, TX, registered since 2015, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 9, 2026.

11 years
registered since 2015
$137,678,709
assets under management
2 arrangements
Percentage of assets, Hourly
None
disclosure items (Item 11)

Quick answers

From the filing

How is Eubank, Hutson & Associates, LLC compensated?

On its Form ADV (Item 5.E, October 2026), Eubank, Hutson & Associates, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges.

Where is Eubank, Hutson & Associates, LLC located?

Eubank, Hutson & Associates, LLC's principal office is in Plano, TX, according to its Form ADV.

Is Eubank, Hutson & Associates, LLC registered with the SEC or a state?

Eubank, Hutson & Associates, LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 226519.

How much does Eubank, Hutson & Associates, LLC manage?

Eubank, Hutson & Associates, LLC reports $137,678,709 in regulatory assets under management in its Form ADV filing dated February 9, 2026 (100% discretionary).

How have Eubank, Hutson & Associates, LLC's assets and staff changed since 2021?

In the Form ADV data for Eubank, Hutson & Associates, LLC: Regulatory assets under management: $128,399,812 in the October 2021 data and $137,678,709 in the October 2026 data, up 7%. Total employees: 3 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does Eubank, Hutson & Associates, LLC serve?

By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (192); high net worth individuals (49).

Which custodians does Eubank, Hutson & Associates, LLC use?

Eubank, Hutson & Associates, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

Does Eubank, Hutson & Associates, LLC report any disciplinary disclosures?

Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/226519

Does Eubank, Hutson & Associates, LLC state an account minimum?

Its Form ADV Part 2A brochure dated February 9, 2026 says: "In general, we require a minimum of $250,000 to open and maintain an advisory account. At our discretion, we may waive this minimum account size."

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Hourly charges

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

The brochure lists different fees for different services or strategies; see the brochure for them.

Account minimum: $250,000 (the brochure says it may be waived or negotiated)

The brochure's wording
In general, we require a minimum of $250,000 to open and maintain an advisory account. At our discretion, we may waive this minimum account size.

Minimum annual fee: $1,000

The brochure's wording
We charge a minimum fee in the amount of $1,000 to open and maintain an advisory account. At our discretion we may waive the minimum fee.

As stated in the firm's Form ADV Part 2A brochure dated February 9, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site

Regulatory assets under management

Item 5.F
$137,678,709

$137,678,709 as of October 2026, filing dated February 9, 2026.

Discretionary: $137,678,709.Non-discretionary: $0.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 192 Assets $54,308,823 (39%)
High net worth individuals
Clients 49 Assets $83,369,886 (61%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Registration and firm details

Items 1, 2, 5
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2015 (11 years)
Employees
Total: 2. Performing investment advisory functions: 2.
Wrap fee program participation
No.
Custodians (Schedule D, Section 5.K(3))

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

States registered or notice-filed
1 state or jurisdiction
TX

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$128M 2021 $137M 2022 $126M 2023 $131M 2024 $139M 2025 $138M 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$137,678,7092February 9, 2026
October 2025$138,943,9273January 23, 2025
October 2024$131,415,5113May 15, 2024
October 2023$125,555,8743August 31, 2023
October 2022$137,329,1983February 7, 2022
October 2021$128,399,8123March 2, 2021

Regulatory assets under management: $128,399,812 in the October 2021 data and $137,678,709 in the October 2026 data, up 7%.

Total employees: 3 in October 2021 and 2 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months

No changes to these filed facts in the last 12 months of filing data.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
eubankhutson.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Eubank, Hutson & Associates, LLC (CRD 226519): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/eubank-hutson-and-associates-llc-plano-tx-226519