Disruptive Technology Advisers LLC
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Overview
Disruptive Technology Advisers LLC operates as a financial advisory company located in Austin, Texas. Disruptive Technology Advisers LLC administers $1.1 billion in total assets throughout 29 accounts, placing it among the larger investment advisory firms in the nation by assets under management (AUM). The company has a small group, including 16 financial advisors. Disruptive Technology Advisers LLC is not a registered broker-dealer, meaning it cannot buy and sell securities for its accounts and those of its clients and instead is required to go through a broker-dealer company to do so. Securities are tradable financial investments like options, stocks and bonds.
Disruptive Technology Advisers LLC manages all of its client assets on a discretionary basis. Discretionary management is a structure in which transaction choices for the client's account are made by an investment advisor without needing to seek client permission. The investment advisory firm's average account size is $36.4 million. The average financial advisor at Disruptive Technology Advisers LLC oversees around two client accounts, placing it among the most individualized financial advisor firms in the country.
Disruptive Technology Advisers LLC's central office is located at 11501 Rock Rose Avenue, Austin, Texas 78758. The company is legally permitted to provide services to customers in the state of Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Disruptive Technology Advisers LLC by the Numbers
$1.1 billion
24
29
$36.4 million
Fee Structure
Financial management fees largely are based on the type of financial services offered. Fees billed by the company most likely include the following fee structures: asset-based, fixed or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 32% of firms
Fixed
Unavailable
Types of Clients
Disruptive Technology Advisers LLC works with pooled investment vehicles. Out of its 29 accounts, Disruptive Technology Advisers LLC's biggest client is pooled investment vehicles. None of the firm's accounts are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Disruptive Technology Advisers LLC does not have any disclosures.
Please visit its Form ADV for more details.
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