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Adrian Devoto

17 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
520 advisors
Number of Clients
25,061 clients
Average Client Portfolio
$5.7M average
Assets Under Management
$143.6B

Fee Structure

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Location

112 E. Pecan St., Suite 525, San Antonio, TX, 78205

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Adrian is a part owner of Debros Properties LLC, a real estate investment company created in 2014. He spends minimal time on this activity and has no assigned duties.

Employment History
Current Registrations
Corient
August 2023 - Present · 2 yrs 6 mos
Previous Registrations
Intercontinental Wealth Advisors, LLC
March 2016 - August 2023 · 7 yrs 5 mos
Intercontinental Asset Management Group, LTD.Broker
December 2007 - June 2021 · 13 yrs 6 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.