P
Playbook Advisers LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 2 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Playbook Advisers LLC acts primarily as an investment manager to pooled investment vehicles and institutional-style accounts, while also offering discretionary portfolio management and financial planning services to individuals, trusts, foundations and private businesses. The firm additionally conducts educational seminars and workshops and intends to sponsor private funds sold to qualified third‑party investors under Rule 506 exemptions.
The firm emphasizes allocations to real estate and private equity, investing Funds’ and Managed Accounts’ assets in privately‑issued debt and equity of previously syndicated commercial real estate and private equity vehicles, including secondary purchases of interests at a discount. Investment decisions are made on a discretionary basis and the firm describes a bottom‑up approach that combines fundamental and technical analysis, and typically seeks to develop a comprehensive financial plan before implementing specific allocations.
Distinctive features include the firm’s stated practice of selecting other advisers for clients and offering hourly and fixed fees for planning work in addition to percentage‑of‑AUM and performance arrangements, which is less common among peers in this category. The firm is a small team with a limited track record as a sponsor of funds and discloses that its sole investment professional also performs compliance oversight, a potential supervisory conflict the firm says it mitigates by engaging outside counsel when appropriate.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
Real estate investing
Private / alternative investments
Wealth management
Occupation focus
Founder/Business Owner
Demographic focus
Minorities
Fee options
Fixed financial planning fees ranging from $5,000 up to $15,000 depending on complexity and time required.
1%-2% per annum
$100 to $450 per hour depending on complexity and skill-set required.
Performance-based fees range from 5% up to 20%, potentially higher depending on investment activities; charged only if client is a "qualified client" or if account is not a "private investment company".
Account minimum: $250,000 in investable assets generally required; Managed Accounts require minimum initial funding of $50,000 unless waived; Fund minimum investment is $50,000
Main office location
Playbook Advisers LLC
Goldthwaite TX, United States
Number of offices
1
Most active in
Playbook Advisers LLC has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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