Tectonic Advisors LLC

Tectonic Advisors LLC, established in 2006, is a registered investment adviser based in Frisco, Texas. The firm specializes in providing investment advisory services to individuals, banking institutions, corporations, trusts, and pension plans. Tectonic Advisors manages discretionary assets under management of $4,182,554,459 and non-discretionary assets under management of $163,897,245 as of December 31, 2024. The firm offers three main programs: Separately Managed Account Program, T-Bank Program, and Model Portfolio Advisor Program. The minimum investment required for the SMA Program is $250,000, with the firm offering customized allocations and a fee of up to 1.00% of assets under management. Tectonic Advisors acts as a fiduciary, providing investment discretion to clients and utilizing Charles Schwab & Co., Inc. as the custodian. The firm's investment strategies focus on diversified asset allocation and dynamic portfolio management to mitigate risk and provide consistent returns. Tectonic Advisors also offers family office services tailored to high-net-worth families, providing comprehensive financial planning and wealth management. The firm's code of ethics emphasizes fiduciary duty, personal securities transactions, and conflicts of interest, ensuring client interests are prioritized. Tectonic Advisors participates in Schwab's institutional customer program, receiving benefits such as investment research and technology services. The firm does not vote on behalf of clients in proxy matters and maintains a policy of not voting on client securities.