# Teamwork Financial Advisors, LLC

> Teamwork Financial Advisors, LLC is an SEC-registered investment advisory firm in San Antonio, TX, registered since 2019, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated August 14, 2026.

- CRD: 165237
- Filed as: TEAMWORK FINANCIAL ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Antonio, TX
- Filing period: October 2026
- Form ADV filing dated: August 14, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/165237
- AdvisorCensus page: https://advisorcensus.com/firm/teamwork-financial-advisors-llc-san-antonio-tx-165237

## Quick answers

**How is Teamwork Financial Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Teamwork Financial Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Teamwork Financial Advisors, LLC located?**
Teamwork Financial Advisors, LLC's principal office is in San Antonio, TX, according to its Form ADV; the September 2026 filing also lists 4 other offices (Schedule D, Section 1.F).

**Is Teamwork Financial Advisors, LLC registered with the SEC or a state?**
Teamwork Financial Advisors, LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 165237.

**How much does Teamwork Financial Advisors, LLC manage?**
Teamwork Financial Advisors, LLC reports $1,013,528,875 in regulatory assets under management in its Form ADV filing dated August 14, 2026 (100% discretionary).

**How have Teamwork Financial Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Teamwork Financial Advisors, LLC: Regulatory assets under management: $463,920,002 in the October 2021 data and $1,013,528,875 in the October 2026 data, up 118%. Total employees: 13 in October 2021 and 26 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Teamwork Financial Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,487); high net worth individuals (993); charitable organizations (3).

**Which custodians does Teamwork Financial Advisors, LLC use?**
Teamwork Financial Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Teamwork Financial Advisors, 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/165237

**What changed in Teamwork Financial Advisors, LLC's recent Form ADV filings?**
In the September 2026 filing data: Employees performing advisory functions went from 14 to 11.

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $1,013,528,875
- Discretionary: $1,013,528,875
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,487 | $258,128,621 |
| High net worth individuals | 993 | $746,021,884 |
| 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) | 2 | $1,728,933 |
| Charitable organizations | 3 | $7,649,437 |
| 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)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2019 (7 years)
- Employees: 26 total, 11 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, AZ, CA, CO, FL, GA, IL, KS, LA, NE, NM, OK, TX, VA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Austin, TX
- Houston, TX
- New Braunfels, TX
- The Woodlands, TX

### Websites listed on Form ADV (Item 1.I)
- teamworkfinancial.com
- Instagram @p
- LinkedIn @teamwork-financial

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $463,920,002 | 13 | July 26, 2021 |
| October 2022 | $606,169,667 | 14 | March 17, 2022 |
| October 2023 | $560,434,803 | 15 | August 31, 2023 |
| October 2024 | $653,563,110 | 28 | September 10, 2024 |
| October 2025 | $800,455,586 | 27 | March 20, 2025 |
| October 2026 | $1,013,528,875 | 26 | August 14, 2026 |

Regulatory assets under management: $463,920,002 in the October 2021 data and $1,013,528,875 in the October 2026 data, up 118%.
Total employees: 13 in October 2021 and 26 in October 2026.

## Changes in the filing (last 12 months)

### September 2026
- Employees performing advisory functions went from 14 to 11.

### June 2026
- Employees performing advisory functions went from 15 to 14.

### April 2026
- Employees performing advisory functions went from 14 to 15.
- Regulatory assets under management went from $800,455,586 to $1,013,528,875 (+27%).

### February 2026
- Employees performing advisory functions went from 15 to 14.

### January 2026
- Employees performing advisory functions went from 13 to 15.
- Changed its office addresses in Austin, TX.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Teamwork Financial Advisors, LLC (CRD 165237): Form ADV filing data as of October 2026.