Amicus Financial Advisors, LLC
Amicus Financial Advisors, LLC is an SEC-registered mass-market adviser in Lubbock, TX with $550.9M assets under management (AUM, regulatory AUM), +8% over one year. See who owns Amicus Financial Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 131315, SEC 801-113147, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $550.9M (2026-03-30)
- Firm type
- Mass-Market Adviser
- Location
- Lubbock, TX
- Employees
- 19
- Clients
- 748
- CRD
- 131315
- Ownership
- PETERSON, LARRY, HOWLAND; AMICUS CAPITAL HOLDINGS, LLC; TOMBS, JOSEPH, WINGATE; SWANSON, BRIT, CHELSEE; TOMBS, DAVID, BETASSO
How much AUM does Amicus Financial Advisors, LLC have?
Amicus Financial Advisors, LLC reported $550.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Amicus Financial Advisors, LLC?
Disclosed owners and executives of Amicus Financial Advisors, LLC include PETERSON, LARRY, HOWLAND, AMICUS CAPITAL HOLDINGS, LLC, TOMBS, JOSEPH, WINGATE, SWANSON, BRIT, CHELSEE, TOMBS, DAVID, BETASSO. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.