# 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.

- CRD: 226519
- Filed as: EUBANK, HUTSON & ASSOCIATES, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Plano, TX
- Filing period: October 2026
- Form ADV filing dated: February 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/226519
- AdvisorCensus page: https://advisorcensus.com/firm/eubank-hutson-and-associates-llc-plano-tx-226519

## Quick answers

**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.

**How much does Eubank, Hutson & Associates, LLC charge?**
Its Form ADV Part 2A brochure dated February 9, 2026 states: Hourly rate: $250 an hour (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated February 9, 2026)

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

> 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

> 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.

- Hourly rate: $250 an hour (financial planning services)

> We charge an hourly fee of $250 for financial planning services, which is negotiable depending on the scope and complexity of the plan, your situation, and your financial objectives.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $137,678,709
- Discretionary: $137,678,709
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 192 | $54,308,823 |
| High net worth individuals | 49 | $83,369,886 |

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

### Firm details
- Registered since: 2015 (11 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- 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)
- eubankhutson.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $128,399,812 | 3 | March 2, 2021 |
| October 2022 | $137,329,198 | 3 | February 7, 2022 |
| October 2023 | $125,555,874 | 3 | August 31, 2023 |
| October 2024 | $131,415,511 | 3 | May 15, 2024 |
| October 2025 | $138,943,927 | 3 | January 23, 2025 |
| October 2026 | $137,678,709 | 2 | February 9, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Eubank, Hutson & Associates, LLC (CRD 226519): Form ADV filing data as of October 2026.