Teamwork Financial Advisors, LLC
San Antonio, TX·SEC-registered · CRD #165237
Teamwork Financial Advisors, LLC is an SEC-registered investment advisory firm in San Antonio, TX managing $1.0B across 4.6k client accounts, with 14 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.0B
Client accounts
4.6k
Advisory staff
14
Fee model
Fee-based
How Teamwork Financial Advisors, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Teamwork Financial Advisors, LLC
How much does Teamwork Financial Advisors, LLC manage?
Per its most recent SEC Form ADV filing (05/18/2026), Teamwork Financial Advisors, LLC reports $1.0B in regulatory assets under management across roughly 4.6k client accounts.
How does Teamwork Financial Advisors, LLC charge?
Teamwork Financial Advisors, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Teamwork Financial Advisors, LLC a fiduciary?
Yes. Teamwork Financial Advisors, LLC is registered with the U.S. Securities and Exchange Commission (CRD #165237), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Teamwork Financial Advisors, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Teamwork Financial Advisors, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in San Antonio, TX
Profile compiled from Teamwork Financial Advisors, LLC's public SEC Form ADV filing (CRD #165237, filed 05/18/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Teamwork Financial Advisors, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Teamwork Financial Advisors, LLC? Claim this profile.