# Texas Institutional Investment Management, LLC

> Texas Institutional Investment Management, LLC is a state-registered investment advisory firm in San Antonio, TX, registered since 2004, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 27, 2026.

- CRD: 131300
- Filed as: TEXAS INSTITUTIONAL INVESTMENT MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: San Antonio, TX
- Filing period: October 2026
- Form ADV filing dated: February 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/131300
- AdvisorCensus page: https://advisorcensus.com/firm/texas-institutional-investment-management-llc-san-antonio-tx-131300

## Quick answers

**How is Texas Institutional Investment Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Texas Institutional Investment Management, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Texas Institutional Investment Management, LLC located?**
Texas Institutional Investment Management, LLC's principal office is in San Antonio, TX, according to its Form ADV.

**Is Texas Institutional Investment Management, LLC registered with the SEC or a state?**
Texas Institutional Investment Management, LLC is a state-registered investment advisory firm, registered since 2004. Status as filed: APPROVED. CRD 131300.

**How much does Texas Institutional Investment Management, LLC manage?**
Texas Institutional Investment Management, LLC reports $75,110,193 in regulatory assets under management in its Form ADV filing dated February 27, 2026 (100% discretionary).

**What types of clients does Texas Institutional Investment Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (40); individuals (other than high net worth individuals) (24); pension and profit sharing plans (but not the plan participants or government pension plans) (16).

**Does Texas Institutional Investment 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/131300

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $75,110,193
- Discretionary: $75,110,193
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 24 | $7,960,950 |
| High net worth individuals | 40 | $49,842,045 |
| 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) | 16 | $16,709,016 |
| Charitable organizations | 1 | $598,182 |
| 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: 2004 (22 years)
- Employees: 3 total, 2 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)
- texiim.com
- LinkedIn @texas-institutional-investment-management-llc

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Texas Institutional Investment Management, LLC (CRD 131300): Form ADV filing data as of October 2026.