# Investment Strategies, L.L.C.

> Investment Strategies, L.L.C. is a state-registered investment advisory firm in Corpus Christi, TX, registered since 2011, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 25, 2026.

- CRD: 155481
- Filed as: INVESTMENT STRATEGIES, L.L.C.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Corpus Christi, TX
- Filing period: October 2026
- Form ADV filing dated: February 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/155481
- AdvisorCensus page: https://advisorcensus.com/firm/investment-strategies-l-l-c-corpus-christi-tx-155481

## Quick answers

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

**Where is Investment Strategies, L.L.C. located?**
Investment Strategies, L.L.C.'s principal office is in Corpus Christi, TX, according to its Form ADV.

**Is Investment Strategies, L.L.C. registered with the SEC or a state?**
Investment Strategies, L.L.C. is a state-registered investment advisory firm, registered since 2011. Status as filed: APPROVED. CRD 155481.

**How much does Investment Strategies, L.L.C. manage?**
Investment Strategies, L.L.C. reports $76,679,012 in regulatory assets under management in its Form ADV filing dated February 25, 2026 (100% discretionary).

**What types of clients does Investment Strategies, L.L.C. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (15); high net worth individuals (7).

**Does Investment Strategies, L.L.C. 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/155481

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $76,679,012
- Discretionary: $76,679,012
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 15 | $5,243,455 |
| High net worth individuals | 7 | $71,108,502 |
| Corporations or other businesses not listed above | Fewer than 5 | $327,055 |

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

### Firm details
- Registered since: 2011 (15 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Investment Strategies, L.L.C. (CRD 155481): Form ADV filing data as of October 2026.