AdvisorCensus / Financial advisors / Texas / Dallas / Piccolo Investment Consulting, LLC
Piccolo Investment Consulting, LLC is a state-registered investment advisory firm in Denton, TX, registered since 2014, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated October 1, 2026.
Quick answers
From the filingHow is Piccolo Investment Consulting, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Piccolo Investment Consulting, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges.
Where is Piccolo Investment Consulting, LLC located?
Piccolo Investment Consulting, LLC's principal office is in Denton, TX, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is Piccolo Investment Consulting, LLC registered with the SEC or a state?
Piccolo Investment Consulting, LLC is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 170272.
How much does Piccolo Investment Consulting, LLC manage?
Piccolo Investment Consulting, LLC reports $110,000,000 in regulatory assets under management in its Form ADV filing dated October 1, 2026 (100% discretionary).
What types of clients does Piccolo Investment Consulting, LLC serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (173); high net worth individuals (22).
Does Piccolo Investment Consulting, 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/170272
What changed in Piccolo Investment Consulting, LLC's recent Form ADV filings?
In the October 2026 filing data: Added the business name Allen Chick Investing, LLC. Added an office in Denton, TX. Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Regulatory assets under management
Item 5.F$110,000,000 as of October 2026, filing dated October 1, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Also doing business as
- ALLEN CHICK INVESTING, LLC
- Registration
- State-registered investment adviser. Status as filed: APPROVED.
- Registered since
- 2014 (12 years)
- Employees
- Total: 2. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the October 2026 filing
- States registered or notice-filed
-
2 states or jurisdictions
State-registered investment advisers are examined by their state securities regulator. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- October 2026
- Added the business name Allen Chick Investing, LLC.
- Added an office in Denton, TX.
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Piccolo Investment Consulting, LLC (CRD 170272): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/piccolo-investment-consulting-llc-denton-tx-170272