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AdvisorCensus / Financial advisors / Texas / Dallas / Piccolo Investment Consulting, LLC

Piccolo Investment Consulting, LLC

Denton, TXState-registered investment adviserCRD 170272

Filed as 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.

12 years
registered since 2014
$110,000,000
assets under management
2 arrangements
Percentage of assets, Hourly
None
disclosure items (Item 11)

Quick answers

From the filing

How 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

$110,000,000 as of October 2026, filing dated October 1, 2026.

Discretionary: $110,000,000.Non-discretionary: $0.

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.D
Individuals (other than high net worth individuals)
Clients 173 Assets $48,082,000 (44%)
High net worth individuals
Clients 22 Assets $45,663,000 (42%)
Corporations or other businesses not listed above
Clients Fewer than 5 Assets $16,255,000 (15%)

A 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
Denton, TX
States registered or notice-filed
2 states or jurisdictions
LATX

State-registered investment advisers are examined by their state securities regulator. SEC, state, and exempt registration

Disclosures

Item 11

None 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
  1. 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.I
picinvesting.com

Source: 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