Tigris Consulting LLC
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About
Tigris Consulting LLC provides discretionary and non-discretionary portfolio management and related advisory services to individuals (including high‑net‑worth clients) and small businesses, overseeing roughly $6.04 million across about 120 client relationships. Its services include management of retirement accounts, taxable brokerage and 529 plans, handling of held‑away employer‑sponsored accounts, and estate‑planning assistance delivered through a third‑party digital platform.
The firm favors a long‑term buy‑and‑hold approach informed by a mix of charting, fundamental, quantitative, technical analysis and modern portfolio theory, and documents client risk tolerance through a formal investor assessment used in account reviews. Tigris generally seeks discretionary authority for trading, limits recommendations to exchange‑traded securities, mutual funds, fixed income, real estate funds and ETFs (including precious‑metal ETFs), and clients receive periodic custodial account reports.
Notably, the firm’s disclosures include hypothetical illustrations and performance‑related communications in its client materials and it emphasizes client education through estate‑planning education and an online plan with one year of unlimited updates plus an optional annual membership. Tigris also provides advisory coverage for employer‑sponsored and held‑away retirement accounts, reflecting a combination of pension‑related consulting and client education that is less common among similar independent advisers.
Client services
Expertise
Fee options
Will-Based Estate Plan: $665 individual, $750 couple; Trust-Based Estate Plan: $1039 individual, $1124 couple
1.80% annually
Account minimum: $250 for IRA and 529 educational savings accounts; $10,000 for brokerage accounts (may be waived)
Main office
Allen TX
Advisors at this office
1
Most active in
Texas
Also doing business as
Bilal, Wissam · Tigris Consulting LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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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.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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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
Quick links
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