{ "crd_number": 308500, "slug": "manzil-investment-advisors-llc-frisco-tx-308500", "primary_business_name": "MANZIL INVESTMENT ADVISORS, LLC", "legal_name": "MANZIL INVESTMENT ADVISORS, LLC", "dbas": [ "MANZIL INC.", "MANZIL INVEST" ], "city": "Frisco", "state": "TX", "country": "United States", "cbsa_code": "19100", "metro": { "cbsa_code": "19100", "common_name": "Dallas", "msa_name": "Dallas-Fort Worth-Arlington, TX", "path": "/advisors/tx/dallas" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2020-05-14", "years_registered": 6, "period": "2026-10-01", "filing_date": "2026-09-29", "carried_forward": false, "raum_total": 146896.0, "raum_discretionary": 146896.0, "raum_non_discretionary": 0.0, "raum_band": "under_25m", "raum_band_label": "Under $25 million", "total_employees": 4, "advisory_employees": 1, "client_count_bucket": null, "clients_by_type": { "individuals": { "raum": 146896.0, "count": 93 }, "investment_companies": { "raum": 0.0, "count": 1 } }, "compensation_types": [ "fixed", "percentage_of_aum" ], "advisory_activities": [ "portfolio_management_individuals", "portfolio_management_investment_companies" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "CA", "FL", "IL", "MD", "MI", "NJ", "NY", "OH", "TX", "WA" ], "websites": [ "https://facebook.com/manzilinvest", "https://instagram.com/manzil.us", "https://linkedin.com/company/manzilinvest", "https://manzil.us", "https://manzilfunds.com", "https://x.com/manzilinvest" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/308500", "city_as_filed": "FRISCO", "url": "https://advisorcensus.com/firm/manzil-investment-advisors-llc-frisco-tx-308500", "display_name": "Manzil Investment Advisors, LLC", "summary": "Manzil Investment Advisors, LLC is an SEC-registered investment advisory firm in Frisco, TX, registered since 2020, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 29, 2026.", "citation": "AdvisorCensus. Manzil Investment Advisors, LLC (CRD 308500): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Fixed fees (other than subscription fees)" ], "advisory_activity_labels": [ "Portfolio management for individuals and/or small businesses", "Portfolio management for investment companies (and business development companies)" ], "quick_answers": [ { "q": "How is Manzil Investment Advisors, LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Manzil Investment Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)." }, { "q": "Where is Manzil Investment Advisors, LLC located?", "a": "Manzil Investment Advisors, LLC's principal office is in Frisco, TX, according to its Form ADV." }, { "q": "Is Manzil Investment Advisors, LLC registered with the SEC or a state?", "a": "Manzil Investment Advisors, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 308500." }, { "q": "How much does Manzil Investment Advisors, LLC manage?", "a": "Manzil Investment Advisors, LLC reports $146,896 in regulatory assets under management in its Form ADV filing dated September 29, 2026 (100% discretionary)." }, { "q": "How have Manzil Investment Advisors, LLC's assets and staff changed since 2021?", "a": "In the Form ADV data for Manzil Investment Advisors, LLC: Regulatory assets under management: $0 in the October 2021 data and $146,896 in the October 2026 data. Total employees: 3 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Manzil Investment Advisors, LLC serve?", "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (93); investment companies (1)." }, { "q": "Does Manzil Investment Advisors, LLC report any disciplinary disclosures?", "a": "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/308500" }, { "q": "Does Manzil Investment Advisors, LLC state an account minimum?", "a": "Its Form ADV Part 2A brochure dated August 26, 2026 says: \"Unless otherwise agreed, Manzil Invest generally requires a minimum account balance of $100 to open and maintain a retail account.\"" }, { "q": "What changed in Manzil Investment Advisors, LLC's recent Form ADV filings?", "a": "In the September 2026 filing data: Registered or notice-filed in MI. Updated its list of owners and control persons (Schedule A)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 0.0, "total_employees": 3, "filing_date": "2021-02-09" }, { "period": "2022-10-01", "regulatory_assets_under_management": 1126539.0, "total_employees": 12, "filing_date": "2022-03-18" }, { "period": "2023-10-01", "regulatory_assets_under_management": 1137356.0, "total_employees": 4, "filing_date": "2023-03-30" }, { "period": "2024-10-01", "regulatory_assets_under_management": 915337.0, "total_employees": 4, "filing_date": "2024-02-06" }, { "period": "2025-10-01", "regulatory_assets_under_management": 5000.0, "total_employees": 4, "filing_date": "2025-06-20" }, { "period": "2026-10-01", "regulatory_assets_under_management": 146896.0, "total_employees": 4, "filing_date": "2026-09-29" } ], "recent_changes": [ { "period": "2026-09-01", "period_label": "September 2026", "notes": [ "Registered or notice-filed in MI.", "Updated its list of owners and control persons (Schedule A)." ] }, { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Regulatory assets under management went from $5,000 to $146,896 (+2838%).", "Registered or notice-filed in CA, FL, IL, MD, NJ, NY, OH, WA." ] } ], "fees_from_brochure": { "source": "Form ADV Part 2A brochure dated August 26, 2026", "provided_by_the_firm": false, "tiers": [], "flat_rate": null, "stated_range": null, "stated_maximum": null, "account_minimum": "$100", "account_minimum_may_be_waived": false, "minimum_annual_fee": null, "planning_fees": [], "figures": [ { "label": "Account minimum", "statements": [ "Account minimum: $100" ], "quotes": [ "Unless otherwise agreed, Manzil Invest generally requires a minimum account balance of $100 to open and maintain a retail account." ] } ], "values": { "tiers": [], "range_pct": null, "max_pct": null, "account_minimum": 100.0, "minimum_annual_fee": null, "planning": [] }, "quotes": [ "Unless otherwise agreed, Manzil Invest generally requires a minimum account balance of $100 to open and maintain a retail account." ], "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable." }, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/manzil-investment-advisors-llc-frisco-tx-308500.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 93, "fewer_than_5": false, "raum": 146896.0 }, { "type": "investment_companies", "label": "Investment companies", "count": 1, "fewer_than_5": false, "raum": 0.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/308500", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }