TAILWIND ADVISORS
SEC RegisteredLeading your financial legacy forward.
About the firm
Tailwind Advisors is a multi-family office based in Fort Worth, TX, serving families seeking an independent, coordinated, and strategic approach to the management of their wealth. With over $1.3 billion in assets under management, the firm constructs diversified portfolios across multiple asset classes tailored to each unique client.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Tailwind Advisors offers tailored, conflict-free advisory strategies including marketable securities (public equities, fixed income, real assets), private investments (equity and credit in privately held companies), real estate (stabilized and value-add properties in multi-family and industrial sectors, along with opportunistic investments), and oil and gas investments in the energy sector.
Who they serve
Families seeking an independent, coordinated and strategic approach to the management of their wealth, often exposed to the highest tax brackets.
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 15 | $1.3B |
| Pension/Profit Sharing Plans | 6 | $420M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $50MM | 0.63% |
| $50MM+ | 0.40% |
Data as of March 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. TAILWIND ADVISORS has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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