Tailwind Advisors provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and selecting other managers. The firm advises 6 private funds.
Tailwind Advisors reports 21 clients. They include 15 high-net-worth individuals and 6 pooled investment vehicles. Of its assets, 9.8% ($164M across 15 accounts) are managed with discretion; $1.51B across 6 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | 71% | 75% |
| Pooled investment vehicles | 29% | 25% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 15 | $1.25B | 74.9% | $83.6M |
| Pooled investment vehicles | 6 | $420M | 25.1% | $70M |
| Total | 21 | $1.67B | 100% | $79.7M |
- Clients
- 15
- Regulatory AUM
- $1.25B
- AUM share
- 74.9%
- Avg. per client
- $83.6M
- Clients
- 6
- Regulatory AUM
- $420M
- AUM share
- 25.1%
- Avg. per client
- $70M
Total
- Clients
- 21
- Regulatory AUM
- $1.67B
- AUM share
- 100%
- Avg. per client
- $79.7M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 6
Tailwind Advisors charges 0.40%–0.625% a year for its Separately Managed Account Advisory Fees. Each asset band is charged at its own rate. The fee is negotiable.
| Asset band | Annual rate |
|---|---|
| $0–$50M | 0.625% |
| $50M and above | 0.40% |
Fee details and sources
Jeffrey Dillard owns 50% to 75% of Tailwind Advisors. The leadership team of Tailwind Advisors includes Chief Compliance Officer Shawn Hessing. It has 12 employees, 5 of them in advisory roles.
Leadership
- Shawn HessingChief Compliance Officer
- Robert BattonInvestment Units Holder
- Richard BryceInvestment Units Holder
- Stewart HendersonInvestment Units Holder
- Jeffrey DillardMember
Investment adviser representatives
6 representatives listed in the SEC register as of 9 October 2026.
- Robert Johnson Batton
- Erica Rae Boulware
- Richard Joseph Bryce
- Stewart Rollins Henderson
- John Crockett Jurrius
- Logan Clark Tucker
Staff
- 12 employees
- 5 in advisory functions
- Owns 50% to 75% of Tailwind Advisors, LLC
Jeffrey Dillard
Control person · since January 2009
- Owns 25% to 50% of Tailwind Advisors, LLC
Tailwind Coinvest, LP
Control person · since March 2014
- Owns 50% to 75% of Tailwind Coinvest, LP
Stewart Henderson
Control person · since March 2014
- Owns 50% to 75% of Tailwind Coinvest, LP
Robert Batton
Control person · since March 2014
- Owns 25% to 50% of Tailwind Coinvest, LP
Richard Bryce
Control person · since January 2021
Tailwind Partners GP, LLC
General partner · Control person · since March 2014
Tailwind Advisors’ regulatory assets grew 1.5× from $1.1B (March 2021) to $1.67B (March 2026); clients were 21 in both filings and employees were 12 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $1.67B | 21 | 12 | 1 |
| March 2025 | $1.56B | 21 | 13 | 1 |
| March 2024 | $1.45B | 22 | 15 | 1 |
| March 2023 | $1.4B | 19 | 15 | 1 |
| March 2022 | $1.19B | 18 | 14 | 1 |
| March 2021 | $1.1B | 21 | 12 | 1 |
Besides its headquarters, Tailwind Advisors has 0 offices, with 1 listed address in Texas.
Texas · 1 listed address
- 1320 S University DR, Suite 701, Fort WorthHQ
Contact and registration details
- Legal name
- Tailwind Advisors, LLC
- Headquarters
- 1320 S University DR, Suite 701, Fort Worth, TX 76107
- Website
- tailwindadvisors.com
- Phone
- 817-708-3663
- @tailwind-advisors
- SEC file
- 801-70175
- Structure
- Texas LLC
- Fiscal year end
- December
Tailwind Advisors uses Fidelity ($470M, 58%) and J.P. Morgan ($334M, 42%) as custodians for its separately managed accounts. Tailwind Advisors has custody of $5.8M in client assets for 5 clients.
- J.P. MorganJP Morgan · Fort Worth, TX · $334M42%
- FidelityFidelity · Westlake, TX · $470M58%
What the accounts hold
- Other100%
- For its separately managed account clients, the adviser recommends third-party investment managers for clients to directly invest with based on the adviser's assessment of the client's goals and objectives, risk tolerances, tax situations, holding structures, etc. the client is free to adopt or disregard the adviser's recommendations. therefore, the adviser does not directly manage regulatory assets under management on behalf of its separately managed account clients.100%
How many clients does Tailwind Advisors have?
Tailwind Advisors has 21 clients and manages $1.67 billion for them, as of March 2026. They include 15 high-net-worth individuals and 6 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 24 March 2026
What services does Tailwind Advisors offer?
Tailwind Advisors provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Tailwind Advisors charge?
Tailwind Advisors charges 0.40%–0.625% a year for its Separately Managed Account Advisory Fees. Each asset band is charged at its own rate. The fee is negotiable.
Which custodians does Tailwind Advisors use?
Tailwind Advisors’ separately managed account assets are held at Fidelity (Westlake, TX), with $470M and JP Morgan (Fort Worth, TX), with $334M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 March 2026
How many financial advisors does Tailwind Advisors have?
Tailwind Advisors has 0 investment adviser representatives registered with state securities authorities, out of 12 employees, and 5 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Tailwind Advisors invest in?
At the end of its last fiscal year, Tailwind Advisors’ separately managed accounts held 100% other. The 100% other category is described as: For Its Separately Managed Account Clients, the Adviser Recommends Third-Party Investment Managers for Clients to Directly Invest With Based on the Adviser'S Assessment of the Client'S Goals and Objectives, Risk Tolerances, Tax Situations, Holding Structures, Etc. the Client Is Free to Adopt Or Disregard the Adviser'S Recommendations. Therefore, the Adviser Does Not Directly Manage Regulatory Assets Under Management on Behalf of Its Separately Managed Account Clients. It advises 6 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Tailwind Advisors?
Tailwind Advisors is owned through a holding company by Stewart Henderson, Robert Batton and Richard Bryce. Its direct owners are Jeffrey Dillard (50% to 75%) and Tailwind Coinvest, LP (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 24 March 2026
How does Tailwind Advisors get paid?
Tailwind Advisors is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Tailwind Advisors registered with the SEC?
Yes, Tailwind Advisors has been registered with the SEC as an investment adviser since 12 May 2009. Its CRD number is 150081 and its SEC file number is 801-70175.
Source: Form ADV Part 1A, Item 1, filed 24 March 2026; IAPD firm record
How do I contact Tailwind Advisors?
Tailwind Advisors’ main office is at 1320 S University DR, Suite 701, Fort Worth, TX 76107. Its phone number is 817-708-3663. Its website is tailwindadvisors.com.