Thirteen Twenty-Two Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Thirteen Twenty-Two Advisors reports 398 clients. They include 355 individual clients, 27 high-net-worth individuals, and 14 pension and profit-sharing plans. Of its assets, 100.0% ($163M across 743 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 89% | 60% |
| High-net-worth individuals | 7% | 26% |
| Pension and profit-sharing plans | 4% | 13% |
| Charitable organizations | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 355 | $98.6M | 60.3% | $278K |
| High-net-worth individuals | 27 | $43.2M | 26.4% | $1.6M |
| Pension and profit-sharing plans | 14 | $21.5M | 13.2% | $1.54M |
| Charitable organizations | 2 | $250K | 0.2% | $125K |
| Total | 398 | $163M | 100% | $411K |
- Clients
- 355
- Regulatory AUM
- $98.6M
- AUM share
- 60.3%
- Avg. per client
- $278K
- Clients
- 27
- Regulatory AUM
- $43.2M
- AUM share
- 26.4%
- Avg. per client
- $1.6M
- Clients
- 14
- Regulatory AUM
- $21.5M
- AUM share
- 13.2%
- Avg. per client
- $1.54M
- Clients
- 2
- Regulatory AUM
- $250K
- AUM share
- 0.2%
- Avg. per client
- $125K
Total
- Clients
- 398
- Regulatory AUM
- $163M
- AUM share
- 100%
- Avg. per client
- $411K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Thirteen Twenty-Two Advisors is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning
- Financial plans are a negotiated fixed fee of $500 to $50,000, or hourly at $225 to $350, paid 50% in advance for fixed and hourly plans.
- Pension Consulting
- Pension consulting plans are a fixed fee of $5,000 to $100,000, paid 50% in advance with the remainder on presentation of the plan.
Jonathan Bridges owns 75% or more of Thirteen Twenty-Two Advisors. The leadership team of Thirteen Twenty-Two Advisors includes President Jonathan Bridges. It has 6 employees.
Staff
- 6 employees
- 6 in advisory functions
- 6 state-registered reps
- 6 broker-dealer reps
- 4 insurance agents
- Owns 75% or more of Thirteen Twenty-Two Advisors, LLC
Jonathan Bridges
Control person · since June 2012
- Owns 25% to 50% of Thirteen Twenty-Two Advisors, LLC
Joseph Brownback
Control person · since June 2026
Besides its headquarters, Thirteen Twenty-Two Advisors has 2 offices, with 3 listed addresses in 1 state.
Texas · 3 listed addresses
- 1200 Summit Ave, Suite 502, Fort WorthHQ
- 1058 Asher Way, Tyler
- 1500 S Hall St, Ennis
Contact and registration details
- Legal name
- Thirteen Twenty-Two Advisors, LLC
- Headquarters
- 1200 Summit Ave, Suite 502, Fort Worth, TX 76102
- Website
- 1322advisors.com
- Phone
- 817-484-9800
- SEC file
- 801-135085
- Structure
- Texas LLC
- Fiscal year end
- December
Thirteen Twenty-Two Advisors’ named custodian for separately managed accounts is LPL Financial ($163M). Thirteen Twenty-Two Advisors does not have custody of client assets.
- LPL FinancialLPL Financial LLC · Fort Mill, SC · $163M100%
What the accounts hold
- Other100%
- No aum as of last fye100%
How many clients does Thirteen Twenty-Two Advisors have?
Thirteen Twenty-Two Advisors has 398 clients and manages $163 million for them, as of September 2026. They include 355 individual clients, 27 high-net-worth individuals, and 14 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 2 September 2026
What services does Thirteen Twenty-Two Advisors offer?
Thirteen Twenty-Two Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Thirteen Twenty-Two Advisors use?
Thirteen Twenty-Two Advisors’ separately managed account assets are held at LPL Financial LLC (Fort Mill, SC), with $163M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 2 September 2026
How many financial advisors does Thirteen Twenty-Two Advisors have?
Thirteen Twenty-Two Advisors has 6 investment adviser representatives registered with state securities authorities, out of 6 employees, and 6 perform investment advisory functions. 6 employees are registered representatives of a broker-dealer and 4 employees are 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 Thirteen Twenty-Two Advisors invest in?
At the end of its last fiscal year, Thirteen Twenty-Two Advisors’ separately managed accounts held 100% other. The 100% other category is described as: No Aum As of Last Fye.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Thirteen Twenty-Two Advisors?
Thirteen Twenty-Two Advisors’ direct owners are Jonathan Bridges (75% or more) and Joseph Brownback (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 2 September 2026
How does Thirteen Twenty-Two Advisors get paid?
Thirteen Twenty-Two Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Thirteen Twenty-Two Advisors?
Thirteen Twenty-Two Advisors’ main office is at 1200 Summit Ave, Suite 502, Fort Worth, TX 76102. Its phone number is 817-484-9800. Its website is 1322advisors.com.
