# Lauterbach Financial Advisors, LLC

> Lauterbach Financial Advisors, LLC is an SEC-registered investment advisory firm in El Paso, TX, registered since 2005, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 114431
- Filed as: LAUTERBACH FINANCIAL ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: El Paso, TX
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/114431
- AdvisorCensus page: https://advisorcensus.com/firm/lauterbach-financial-advisors-llc-el-paso-tx-114431

## Quick answers

**How is Lauterbach Financial Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Lauterbach Financial Advisors, LLC 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 Lauterbach Financial Advisors, LLC located?**
Lauterbach Financial Advisors, LLC's principal office is in El Paso, TX, according to its Form ADV.

**Is Lauterbach Financial Advisors, LLC registered with the SEC or a state?**
Lauterbach Financial Advisors, LLC is an SEC-registered investment advisory firm, registered since 2005. Status as filed: Approved. CRD 114431.

**How much does Lauterbach Financial Advisors, LLC manage?**
Lauterbach Financial Advisors, LLC reports $700,256,828 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Lauterbach Financial Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Lauterbach Financial Advisors, LLC: Regulatory assets under management: $451,668,424 in the October 2021 data and $700,256,828 in the October 2026 data, up 55%. Total employees: 7 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Lauterbach Financial Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (211); high net worth individuals (156); pension and profit sharing plans (but not the plan participants or government pension plans) (18).

**Which custodians does Lauterbach Financial Advisors, LLC use?**
Lauterbach Financial Advisors, 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 Lauterbach Financial Advisors, 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/114431

**What changed in Lauterbach Financial Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 4 to 5. Regulatory assets under management went from $590,638,330 to $700,256,828 (+19%). Registered or notice-filed in NY. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

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

### 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: $700,256,828
- Discretionary: $699,815,423
- Non-discretionary: $441,405

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 211 | $80,953,054 |
| High net worth individuals | 156 | $461,724,479 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 18 | $67,323,641 |
| Charitable organizations | 9 | $78,038,976 |
| Corporations or other businesses not listed above | 9 | $12,216,678 |

### 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
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2005 (21 years)
- Employees: 5 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, LA, NM, NY, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- lfa-ia.com
- LinkedIn @LAUTERBACH-FINANCIAL-ADVISORS-LLC

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $451,668,424 | 7 | April 16, 2021 |
| October 2022 | $526,080,037 | 8 | March 4, 2022 |
| October 2023 | $485,940,617 | 7 | March 22, 2023 |
| October 2024 | $549,868,649 | 6 | April 16, 2024 |
| October 2025 | $590,638,330 | 6 | April 17, 2025 |
| October 2026 | $700,256,828 | 5 | March 31, 2026 |

Regulatory assets under management: $451,668,424 in the October 2021 data and $700,256,828 in the October 2026 data, up 55%.
Total employees: 7 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 4 to 5.
- Regulatory assets under management went from $590,638,330 to $700,256,828 (+19%).
- Registered or notice-filed in NY.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lauterbach Financial Advisors, LLC (CRD 114431): Form ADV filing data as of October 2026.