# J C Texas Investment Advisors, Ltd.

> J C Texas Investment Advisors, Ltd. is a state-registered investment advisory firm in Dallas, TX, registered since 2004, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 27, 2023.

- CRD: 129565
- Filed as: J C TEXAS INVESTMENT ADVISORS, LTD.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Dallas, TX
- Filing period: October 2026
- Form ADV filing dated: February 27, 2023
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/129565
- AdvisorCensus page: https://advisorcensus.com/firm/j-c-texas-investment-advisors-ltd-dallas-tx-129565

## Quick answers

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

**Where is J C Texas Investment Advisors, Ltd. located?**
J C Texas Investment Advisors, Ltd.'s principal office is in Dallas, TX, according to its Form ADV.

**Is J C Texas Investment Advisors, Ltd. registered with the SEC or a state?**
J C Texas Investment Advisors, Ltd. is a state-registered investment advisory firm, registered since 2004. Status as filed: APPROVED. CRD 129565.

**How much does J C Texas Investment Advisors, Ltd. manage?**
J C Texas Investment Advisors, Ltd. reports $93,439,676 in regulatory assets under management in its Form ADV filing dated February 27, 2023 (100% discretionary).

**What types of clients does J C Texas Investment Advisors, Ltd. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (40); corporations or other businesses not listed above (7); individuals (other than high net worth individuals) (3).

**Does J C Texas Investment Advisors, Ltd. 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/129565

## 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: $93,439,676
- Discretionary: $93,439,676
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 3 | $8,530 |
| High net worth individuals | 40 | $92,299,635 |
| Charitable organizations | 2 | $148,601 |
| Corporations or other businesses not listed above | 7 | $982,910 |

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

### Firm details
- Registered since: 2004 (22 years)
- Employees: 1 total, 1 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. J C Texas Investment Advisors, Ltd. (CRD 129565): Form ADV filing data as of October 2026.