{
  "crd_number": 300084,
  "slug": "softvest-advisors-abilene-tx-300084",
  "primary_business_name": "SOFTVEST ADVISORS",
  "legal_name": "SOFTVEST ADVISORS, LLC",
  "dbas": [],
  "city": "Abilene",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "10180",
  "metro": {
    "cbsa_code": "10180",
    "common_name": "Abilene",
    "msa_name": "Abilene, TX",
    "path": "/advisors/tx/abilene"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2019-02-19",
  "years_registered": 7,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 788226856.0,
  "raum_discretionary": 788226856.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 7,
  "advisory_employees": 7,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "insurance_companies": {
      "raum": 0.0,
      "count": null,
      "fewer_than_5": true
    },
    "pooled_investment_vehicles": {
      "raum": 788226856.0,
      "count": 6
    }
  },
  "compensation_types": [
    "fixed",
    "other",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "other",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "TN",
    "TX"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/300084",
  "city_as_filed": "ABILENE",
  "url": "https://advisorcensus.com/firm/softvest-advisors-abilene-tx-300084",
  "display_name": "Softvest Advisors",
  "summary": "Softvest Advisors is an SEC-registered investment advisory firm in Abilene, TX, registered since 2019, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.",
  "citation": "AdvisorCensus. Softvest Advisors (CRD 300084): 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)",
    "Performance-based fees",
    "Other"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Softvest Advisors compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Softvest Advisors reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees; other. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Softvest Advisors located?",
      "a": "Softvest Advisors' principal office is in Abilene, TX, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Softvest Advisors registered with the SEC or a state?",
      "a": "Softvest Advisors is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 300084."
    },
    {
      "q": "How much does Softvest Advisors manage?",
      "a": "Softvest Advisors reports $788,226,856 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary)."
    },
    {
      "q": "How have Softvest Advisors' assets and staff changed since 2021?",
      "a": "In the Form ADV data for Softvest Advisors: Regulatory assets under management: $297,359,271 in the October 2021 data and $788,226,856 in the October 2026 data, up 165%. Total employees: 8 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Softvest Advisors serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (6)."
    },
    {
      "q": "Does Softvest Advisors 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/300084"
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 297359271.0,
      "total_employees": 8,
      "filing_date": "2021-03-31"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 406565717.0,
      "total_employees": 9,
      "filing_date": "2022-08-18"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 686077582.0,
      "total_employees": 8,
      "filing_date": "2023-09-26"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 544212500.0,
      "total_employees": 7,
      "filing_date": "2024-03-26"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 783514493.0,
      "total_employees": 7,
      "filing_date": "2025-03-27"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 788226856.0,
      "total_employees": 7,
      "filing_date": "2026-03-31"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/softvest-advisors-abilene-tx-300084.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 6,
      "fewer_than_5": false,
      "raum": 788226856.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": null,
      "fewer_than_5": true,
      "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/300084",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}