Investors Brokerage Of Texas, Ltd.
- Regulatory AUM
- $98.6M
- Discretionary
- $0
- Clients
- 14
- Avg AUM / client
- $7.0M
- Accounts
- 17
- Employees
- 8
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | Fewer than 5 clients | $823K | 0.83% |
| Pension and profit sharing plans | 14 | $97.8M | 99.2% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Panel Specialists, Inc. 401(k) Plan Panel Specialists, Inc. | 2024 | |
| Danhil Containers Ii, Ltd. 401(k) Profit Sharing Plan Danhil Containers Ii, Ltd. | 2024 | |
| Pattillo, Brown & Hill, Llp 401(k) Profit Sharing Plan & Trust Pattillo, Brown & Hill, L.L.P. | 2024 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brian Bachik | Registered representative | Dec 2009 (17y) | ||
| Timothy Randall Kohn | Registered representative | Jan 2010 (17y) | ||
| Randall Rene Chenot | Registered representative | Sep 2024 (2y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (3)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Panel Specialists, Inc. 401(k) Plan | Panel Specialists, Inc. | 91 | $6.9M | 01/01/2024 |
| Danhil Containers Ii, Ltd. 401(k) Profit Sharing Plan | Danhil Containers Ii, Ltd. | 292 | $16.1M | 01/01/2024 |
| Pattillo, Brown & Hill, Llp 401(k) Profit Sharing Plan & Trust | Pattillo, Brown & Hill, L.L.P. | 162 | $13.4M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/19/2026 | 1.19 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 19, 2026.
View current Form ADV (SEC/IAPD) ↗