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.
Recurrent Investment Advisors LLC
Houston, TX
CRD 288694
Firm filing updated August 13, 2026 ·
- $1.4BAssets
- 6Advisory staff
- 21Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals12
- Pooled vehicles3
- Investment companies1
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| High net worth individuals | 12 | $13.9 million |
| Investment companies | 1 | $1.2 billion |
| Pooled investment vehicles (other than investment companies and business development companies) | 3 | $114.3 million |
| Corporations or other businesses not listed above | Fewer than 5 clients | $11.6 million |
| Other: "COLLEGE ENDOWMENT" | Fewer than 5 clients | $71.5 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 pooled investment vehicles (other than investment companies)
See all 4 services
- Portfolio management for businesses (other than small businesses) or institutional clients
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
Assets and accounts
- Regulatory assets$1.4 billion
- Accounts21
- DiscretionaryAll accounts
People
- Employees6
- Advisory staff6
- Broker-dealer reps3
- Licensed insurance agents0
- Planning clients0
Registration details
- SEC-registered investment advisor. CRD 288694, SEC file 801-110728.
- Registered with the SEC as an investment advisor (status date on record: June 30, 2017).
Is Recurrent Investment Advisors LLC a fiduciary?
Short answer: Recurrent Investment Advisors LLC is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: 3 staff are broker-dealer representatives. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
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.