# Save Advisers LLC

> Save Advisers LLC is an SEC-registered investment advisory firm in Houston, TX, registered since 2020, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 9, 2026.

- CRD: 306053
- Filed as: SAVE ADVISERS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Houston, TX
- Filing period: October 2026
- Form ADV filing dated: April 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/306053
- AdvisorCensus page: https://advisorcensus.com/firm/save-advisers-llc-houston-tx-306053

## Quick answers

**How is Save Advisers LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Save Advisers LLC reports these compensation arrangements: other.

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

**Is Save Advisers LLC registered with the SEC or a state?**
Save Advisers LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 306053.

**How much does Save Advisers LLC manage?**
Save Advisers LLC reports $3,500,000 in regulatory assets under management in its Form ADV filing dated April 9, 2026 (100% discretionary).

**How have Save Advisers LLC's assets and staff changed since 2021?**
In the Form ADV data for Save Advisers LLC: Regulatory assets under management: $0 in the October 2021 data and $3,500,000 in the October 2026 data. Total employees: 12 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Save Advisers LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (200).

**Does Save Advisers 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/306053

**What changed in Save Advisers LLC's recent Form ADV filings?**
In the December 2025 filing data: Employees performing advisory functions went from 4 to 0. Regulatory assets under management went from $5,436,822 to $3,500,000 (-36%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $3,500,000
- Discretionary: $3,500,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 200 | $3,500,000 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2020 (6 years)
- Employees: 7 total, 0 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- joinsave.com
- marketsavings.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $0 | 12 | April 14, 2021 |
| October 2022 | Not reported | 20 | August 9, 2022 |
| October 2023 | Not reported | 25 | April 5, 2023 |
| October 2024 | $18,539,935 | 20 | April 2, 2024 |
| October 2025 | $5,436,822 | 10 | April 1, 2025 |
| October 2026 | $3,500,000 | 7 | April 9, 2026 |

Regulatory assets under management: $0 in the October 2021 data and $3,500,000 in the October 2026 data.
Total employees: 12 in October 2021 and 7 in October 2026.

## Changes in the filing (last 12 months)

### December 2025
- Employees performing advisory functions went from 4 to 0.
- Regulatory assets under management went from $5,436,822 to $3,500,000 (-36%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Save Advisers LLC (CRD 306053): Form ADV filing data as of October 2026.