# Softvest Advisors

> 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.

- CRD: 300084
- Filed as: SOFTVEST ADVISORS
- Legal name: Softvest Advisors, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Abilene, TX
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/300084
- AdvisorCensus page: https://advisorcensus.com/firm/softvest-advisors-abilene-tx-300084

## Quick answers

**How is Softvest Advisors compensated?**
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.

**Where is Softvest Advisors located?**
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).

**Is Softvest Advisors registered with the SEC or a state?**
Softvest Advisors is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 300084.

**How much does Softvest Advisors manage?**
Softvest Advisors reports $788,226,856 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Softvest Advisors' assets and staff changed since 2021?**
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.

**What types of clients does Softvest Advisors serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (6).

**Does Softvest Advisors 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/300084

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other

### Regulatory assets under management (Item 5.F)
- Total: $788,226,856
- Discretionary: $788,226,856
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 6 | $788,226,856 |
| Insurance companies | Fewer than 5 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Other

### Firm details
- Registered since: 2019 (7 years)
- Employees: 7 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Dallas, TX
- Nashville, TN

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $297,359,271 | 8 | March 31, 2021 |
| October 2022 | $406,565,717 | 9 | August 18, 2022 |
| October 2023 | $686,077,582 | 8 | September 26, 2023 |
| October 2024 | $544,212,500 | 7 | March 26, 2024 |
| October 2025 | $783,514,493 | 7 | March 27, 2025 |
| October 2026 | $788,226,856 | 7 | March 31, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Softvest Advisors (CRD 300084): Form ADV filing data as of October 2026.