Investment adviser · CRD 165237
TEAMWORK FINANCIAL ADVISORS, LLC
Investment adviser filing (IA)
SAN ANTONIO, TX, United States · Form ADV filed Aug 14, 2026
- Regulatory AUM
- $1.01B Form ADV · Item 5.F
- Client accounts
- 4,648 Accounts, not individual clients
- Employees
- 26 Reported in this filing
- Advisory professionals
- 11 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 993 | $746,021,884 | 73.6% |
| Individuals | 1,487 | $258,128,621 | 25.5% |
| Charities | Fewer than 5 | $7,649,437 | 0.8% |
| Retirement plans | Fewer than 5 | $1,728,933 | 0.2% |
Filing source
Form ADV 2125188 · Aug 14, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 14, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
8 DOMINION DRIVE BLDG 100-103SAN ANTONIO, TX, 78257, United States
CRD 165237
Filing source
Form ADV 2125188 · Aug 14, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.