Recurrent Investment Advisors LLC

$1.38BAssets under management
as of Aug 2026 · SEC Form ADV
Houston, TX
Visit website
No one on Advicer is connected to this yet.

Tech stack

No one at Recurrent Investment Advisors LLC has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Pershing
Per Form ADV · $15M held · filed Mar 2024
Schwab
Per Form ADV · $6M held · filed Mar 2024
UBS
Per Form ADV · $2M held · filed Mar 2024