SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
II Technology, LLC
Austin, TX
CRD 282760
Firm filing updated March 30, 2026 ·
- $40.5MAssets
- 26Clients
- 2Advisory staff
- 30Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- OtherYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
Who the firm serves
- Individuals9
- High net worth individuals9
- Other investment advisors2
- Investment companies1
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 9 | $1.7 million |
| High net worth individuals | 9 | $26.9 million |
| Investment companies | 1 | $0 |
| Other investment advisors | 2 | $0 |
| Other: "TRUSTS AND PRIVATELY HELD ENTITIES" | 5 | $11.9 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses (other than small businesses) or institutional clients
See all 4 services
- Other: "DATA LICENSING SERVICES"
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other: "DATA LICENSING SERVICES"
Assets and accounts
- Regulatory assets$40.5 million
- Accounts30
- DiscretionaryAll accounts
People
- Employees2
- Advisory staff2
- Broker-dealer reps0
- Licensed insurance agents0
Advisors
2 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 282760, SEC file 801-135165.
- Registered with the SEC as an investment advisor (status date on record: February 6, 2026).
Is II Technology, LLC a fiduciary?
Short answer: II Technology, LLC is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.