AdvisorCensus / Financial advisors / Texas / Dallas / Tabernacle Equity Management LLC
Tabernacle Equity Management LLC is an SEC-registered investment advisory firm in Southlake, TX, registered since 2025, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 5, 2026.
Quick answers
From the filingHow is Tabernacle Equity Management LLC compensated?
On its Form ADV (Item 5.E, October 2026), Tabernacle Equity Management LLC reports these compensation arrangements: performance-based fees.
Where is Tabernacle Equity Management LLC located?
Tabernacle Equity Management LLC's principal office is in Southlake, TX, according to its Form ADV.
Is Tabernacle Equity Management LLC registered with the SEC or a state?
Tabernacle Equity Management LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 336248.
How much does Tabernacle Equity Management LLC manage?
Tabernacle Equity Management LLC reports $41,502,378 in regulatory assets under management in its Form ADV filing dated August 5, 2026 (100% discretionary).
How have Tabernacle Equity Management LLC's assets and staff changed since 2025?
In the Form ADV data for Tabernacle Equity Management LLC: Regulatory assets under management: $48,757,000 in the October 2025 data and $41,502,378 in the October 2026 data, down 15%. Total employees: 6 in October 2025 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Tabernacle Equity Management LLC serve?
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (1).
Does Tabernacle Equity Management 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/336248
Does Tabernacle Equity Management LLC state an account minimum?
Its Form ADV Part 2A brochure dated August 5, 2026 says: "The General Partner also generally requires a minimum investment of $1 million, although the General Partner reserves the right to accept lesser amounts."
What changed in Tabernacle Equity Management LLC's recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $48,757,000 to $41,502,378 (-15%). Employees performing advisory functions went from 4 to 7.
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- Performance-based fees
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
Fees and minimums
Form ADV Part 2AAccount minimum: $1,000,000
The brochure's wording
The General Partner also generally requires a minimum investment of $1 million, although the General Partner reserves the right to accept lesser amounts.
As stated in the firm's Form ADV Part 2A brochure dated August 5, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$41,502,378 as of October 2026, filing dated August 5, 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 pooled investment vehicles (other than investment companies)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2025 (1 year)
- Employees
- Total: 8. Performing investment advisory functions: 7.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. 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
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $41,502,378 | 8 | August 5, 2026 |
| October 2025 | $48,757,000 | 6 | May 23, 2025 |
Regulatory assets under management: $48,757,000 in the October 2025 data and $41,502,378 in the October 2026 data, down 15%.
Total employees: 6 in October 2025 and 8 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $48,757,000 to $41,502,378 (-15%).
- Employees performing advisory functions went from 4 to 7.
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. Tabernacle Equity Management LLC (CRD 336248): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/tabernacle-equity-management-llc-southlake-tx-336248