AdvisorCensus / Financial advisors / Texas / Dallas / Thirteen Twenty-Two Advisors
Thirteen Twenty-Two Advisors
Filed as THIRTEEN TWENTY-TWO ADVISORS · Legal name Thirteen Twenty-Two Advisors, LLC
Thirteen Twenty-Two Advisors is an SEC-registered investment advisory firm in Fort Worth, TX, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 2, 2026.
Quick answers
From the filingHow is Thirteen Twenty-Two Advisors compensated?
On its Form ADV (Item 5.E, October 2026), Thirteen Twenty-Two Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
Where is Thirteen Twenty-Two Advisors located?
Thirteen Twenty-Two Advisors' principal office is in Fort Worth, TX, according to its Form ADV; the October 2026 filing also lists 2 other offices (Schedule D, Section 1.F).
Is Thirteen Twenty-Two Advisors registered with the SEC or a state?
Thirteen Twenty-Two Advisors is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 339326.
How much does Thirteen Twenty-Two Advisors manage?
Thirteen Twenty-Two Advisors reports $163,491,295 in regulatory assets under management in its Form ADV filing dated September 2, 2026 (100% discretionary).
What types of clients does Thirteen Twenty-Two Advisors serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (355); high net worth individuals (27); pension and profit sharing plans (but not the plan participants or government pension plans) (14).
Which custodians does Thirteen Twenty-Two Advisors use?
Thirteen Twenty-Two Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists LPL Financial LLC as a custodian holding 10% or more of its separately managed account assets.
Does Thirteen Twenty-Two 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/339326
What changed in Thirteen Twenty-Two Advisors' recent Form ADV filings?
In the October 2026 filing data: Employees performing advisory functions went from 7 to 6.
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- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription 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 2AThe brochure lists different fees for different services or strategies. See the firm's brochure (dated July 20, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$163,491,295 as of October 2026, filing dated September 2, 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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Legal name
- Thirteen Twenty-Two Advisors, LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2026 (0 years)
- Employees
- Total: 6. Performing investment advisory functions: 6.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- Other offices (Schedule D, Section 1.F)
-
2 other offices, as of the October 2026 filing
- States registered or notice-filed
-
4 states or jurisdictions
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
Changes in the filing
Last 12 months- October 2026
- Employees performing advisory functions went from 7 to 6.
- September 2026
- Employees performing advisory functions went from 6 to 7.
- June 2026
- Regulatory assets under management went from $0 to $163,491,295.
- February 2026
- Newly registered with the SEC.
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. Thirteen Twenty-Two Advisors (CRD 339326): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/thirteen-twenty-two-advisors-fort-worth-tx-339326