SourcingSourcing

SOFTVEST ADVISORS, LLC

C28
CRD 300084·SEC 801-114671·ABILENE, TX
AUM
$788.2M
$500M-$1B
Est. Revenue
$7.9M
@ 1% on AUM
Est. EBITDA
$2.4M
@ 30% margin
Est. Deal Value
$18.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SOFTVEST ADVISORS, LLC
CRD
300084
SEC file #
801-114671
EIN
832704861
DBA names
Softvest Advisors

Economics

AUM
$788.2M
AUM band
$500M-$1B
AUM trajectory
'20'26
$262.6M → $788.2M▲ +200%
Client mix
Pooled Investment Vehicles6

Operations

Employees (total)
7
Advisory staff (per ADV)
7
Advisory staff (5-yr trend)
'20'26
7 advisors → 7 advisors▬ 0%
Primary office
ABILENE TX
Branches
—

Custodian & Brokerage

Primary custodian
Goldman Sachslow confidence
Services offered
Portfolio mgmt — pooled vehiclesOther Advisory Services
Fee basis
% of AUMFixed feesPerformance-based feesOther Compensation

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SOFTVEST ADVISORS HOLDINGS, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
SOFTVEST ADVISORS HOLDINGS, LLC
DANIEL, JOHN, MICHAEL
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001803391
Edgar Registered
Yes
Edgar Filing Count
51
Edgar First Filing Date
2020-02-14
Edgar Last Filing Date
2026-05-19
Edgar 13f Count
31
Edgar 13f Latest AUM Estimate
Filing Date2026-05-15
Accession0001420506-26-001166

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.1578
Soi Zip Pct 200k Plus
0.0293
Soi Zip Returns 200k Plus
230
Soi Zip Total AGI
478,918
Fdic Zip Total Deposits
19,545,912,000
Fdic Zip Branch Count
260
Fdic Zip Top Banks
First Financial Bank, National Association
First Financial Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (21)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Goldman Sachs4
E*trade4
Edgar Addresses
Mailing
400 PINE STREETSUITE 1010ABILENE, TX 79601
Business
400 PINE STREETSUITE 1010ABILENE, TX 79601
Edgar EIN
832704861
Edgar Recent Filings
4252026-05-19 · 0001104659-26-063363
4252026-05-18 · 0001104659-26-063051
Fdic Zip Branches Raw
Security State BankAbilene, TX
Security State BankAbilene, TX
Fdic Zip HHI
2816.13
Fdic Zip Top Bank Share Pct
47.82
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI34,986
Returns2,700
Stub 2
AGI76,950
Returns2,130
Stub 3
AGI66,620
Returns1,090
Soi Zip Total Business Income
16,013
Soi Zip Total Cap Gains
22,630
Soi Zip Total Dividends
8,505
Soi Zip Total Returns
7,860
Trust Company Affiliate
No

People (3)

3
DANIEL, JOHN, MICHAEL
IAR · Executive Officer · 2.5%
7022160
OLIVER, ERIC, LEE
Executive Officer · 2.5%
1780074
OLIVER, KLINE, DANIEL
Executive Officer · 2.5%
7022224