{"url":"https://nivawealth.com/firms/thirteen-twenty-two-advisors-339326","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/339326","regulatoryAum":163491295,"crd":"339326","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6117557","suffix":null,"lastName":"BRIDGES","firstName":"HEATHER","middleName":"RAE"},{"crd":"5068608","suffix":null,"lastName":"BRIDGES","firstName":"JONATHAN","middleName":"CHRISTIAN"},{"crd":"6117373","suffix":null,"lastName":"BROWNBACK","firstName":"JOSEPH","middleName":"AARON"},{"crd":"5093659","suffix":null,"lastName":"FRANCIS","firstName":"KELLY","middleName":"L."},{"crd":"5038567","suffix":null,"lastName":"FREEMAN","firstName":"LANDON","middleName":"G"},{"crd":"7594161","suffix":null,"lastName":"Morrison","firstName":"John","middleName":"Sidney"},{"crd":"7174100","suffix":null,"lastName":"Watkins","firstName":"Daniel","middleName":null}],"total":7,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"secFileNumber":"801-135085","legalName":"Thirteen Twenty-Two Advisors, LLC","displayName":"Thirteen Twenty-Two Advisors","slug":"thirteen-twenty-two-advisors-339326","website":"https://1322advisors.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Texas limited liability company","fiscalYearEnd":"December","headquarters":{"street":"1200 Summit Ave, Suite 502","city":"Fort Worth","state":"TX","stateName":"Texas","country":"United States","postalCode":"76102"},"tradeNames":[],"registration":{"secApproved":"5 January 2026","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":371039.71204188484,"staff":{"employees":6,"advisory":6,"brokerDealerReps":6,"insuranceAgents":4,"promoters":0},"aum":{"regulatory":163491295,"discretionary":163491295,"discretionaryAccounts":743,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":355,"regulatoryAum":98584615},{"label":"High-net-worth individuals","clients":27,"regulatoryAum":43152555},{"label":"Pension and profit-sharing plans","clients":14,"regulatoryAum":21504125},{"label":"Charitable organizations","clients":2,"regulatoryAum":250000}],"feePrograms":[{"role":"other","program":"Financial Planning","summary":"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.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052288","versionId":1052288,"submittedOn":"2026-07-20","documentName":"FORM ADV PART 2A-  THIRTEEN TWENTY-TWO ADVISORS"},{"role":"other","program":"Pension Consulting","summary":"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.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052288","versionId":1052288,"submittedOn":"2026-07-20","documentName":"FORM ADV PART 2A-  THIRTEEN TWENTY-TWO ADVISORS"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T18:12:04.770139+00:00","documents":[{"name":"FORM ADV PART 2A-  THIRTEEN TWENTY-TWO ADVISORS","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052288","versionId":1052288,"submittedOn":"2026-07-20"}]},"custodians":[{"name":"LPL Financial LLC","shortName":"LPL Financial","location":"Fort Mill, SC","smaAssets":163491295}],"custodyNote":"Thirteen Twenty-Two Advisors does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Jonathan Bridges","title":"Managing Partner, President, CEO, Chief Compliance Officer","crd":"5068608"},{"name":"Joseph Brownback","title":"Partner, Vice President, Operations & Financial Planning","crd":"6117373"}],"ownership":[{"label":"Jonathan Bridges","detail":"Managing partner, president, ceo, chief compliance officer in the 75% or more ownership band and a control person, since June 2012."},{"label":"Joseph Brownback","detail":"Partner, vice president, operations & financial planning in the 25% to 50% ownership band and a control person, since June 2026."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":2,"privateResidences":0},"listedOfficeAddresses":3,"foreignOffices":[],"officesByState":[{"state":"Texas","offices":3,"addresses":[{"street":"1200 Summit Ave, Suite 502","city":"Fort Worth","headquarters":true},{"street":"1058 Asher Way","city":"Tyler"},{"street":"1500 S Hall St","city":"Ennis"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"817-484-9800","stateRegisteredReps":6,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Pension consulting services","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"0","assetMix":[{"label":"Other","percent":100,"detail":"No Aum As of Last Fye"}],"privateFunds":0},"sources":{"adv1FilingDate":"2 September 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/339326/PDF/339326.pdf","brochureDate":"20 July 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052288","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Thirteen Twenty-Two Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Thirteen Twenty-Two Advisors offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Thirteen Twenty-Two Advisors use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Thirteen Twenty-Two Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Thirteen Twenty-Two Advisors invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Thirteen Twenty-Two Advisors?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Thirteen Twenty-Two Advisors get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Thirteen Twenty-Two Advisors?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 2 September 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}