# Maxout Savings Advisors LLC

> Maxout Savings Advisors LLC is a state-registered investment advisory firm in Houston, TX, registered since 2015, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 19, 2026.

- CRD: 137307
- Filed as: MAXOUT SAVINGS ADVISORS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Houston, TX
- Filing period: October 2026
- Form ADV filing dated: January 19, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/137307
- AdvisorCensus page: https://advisorcensus.com/firm/maxout-savings-advisors-llc-houston-tx-137307

## Quick answers

**How is Maxout Savings Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Maxout Savings Advisors LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Maxout Savings Advisors LLC located?**
Maxout Savings Advisors LLC's principal office is in Houston, TX, according to its Form ADV.

**Is Maxout Savings Advisors LLC registered with the SEC or a state?**
Maxout Savings Advisors LLC is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 137307.

**How much does Maxout Savings Advisors LLC manage?**
Maxout Savings Advisors LLC reports $101,479,027 in regulatory assets under management in its Form ADV filing dated January 19, 2026 (100% discretionary).

**What types of clients does Maxout Savings Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (149); high net worth individuals (31).

**Does Maxout Savings 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/137307

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $101,479,027
- Discretionary: $101,133,654
- Non-discretionary: $345,373

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 149 | $31,484,466 |
| High net worth individuals | 31 | $69,994,561 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Other

### Firm details
- Registered since: 2015 (11 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- maxoutsavings.com
- Facebook @maxoutsavingsadvisors
- X @MAXOUTSAVINGS

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Maxout Savings Advisors LLC (CRD 137307): Form ADV filing data as of October 2026.