# Investors Brokerage of Texas, Ltd.

> Investors Brokerage of Texas, Ltd. is a state-registered investment advisory firm in Waco, TX, registered since 2010, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 25, 2026.

- CRD: 13037
- Filed as: INVESTORS BROKERAGE OF TEXAS, LTD.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Waco, TX
- Filing period: October 2026
- Form ADV filing dated: August 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/13037
- AdvisorCensus page: https://advisorcensus.com/firm/investors-brokerage-of-texas-ltd-waco-tx-13037

## Quick answers

**How is Investors Brokerage of Texas, Ltd. compensated?**
On its Form ADV (Item 5.E, October 2026), Investors Brokerage of Texas, Ltd. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Investors Brokerage of Texas, Ltd. located?**
Investors Brokerage of Texas, Ltd.'s principal office is in Waco, TX, according to its Form ADV.

**Is Investors Brokerage of Texas, Ltd. registered with the SEC or a state?**
Investors Brokerage of Texas, Ltd. is a state-registered investment advisory firm, registered since 2010. Status as filed: APPROVED. CRD 13037.

**How much does Investors Brokerage of Texas, Ltd. manage?**
Investors Brokerage of Texas, Ltd. reports $98,597,687 in regulatory assets under management in its Form ADV filing dated August 25, 2026 (0% discretionary).

**What types of clients does Investors Brokerage of Texas, Ltd. serve?**
By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (14).

**Does Investors Brokerage of Texas, Ltd. report any disciplinary disclosures?**
Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.E(2) (self-regulatory organization's finding of a rule violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/13037

## 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: $98,597,687
- Discretionary: $0
- Non-discretionary: $98,597,687

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $822,561 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 14 | $97,775,126 |

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

### Firm details
- Registered since: 2010 (16 years)
- Employees: 8 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.E(2): Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/13037

### Websites listed on Form ADV (Item 1.I)
- insurorsoftexas.com
- investorsbrokerage.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Investors Brokerage of Texas, Ltd. (CRD 13037): Form ADV filing data as of October 2026.