Theodore Leclair
994 Group · Austin, Texas
Theodore Leclair is a fee-only financial advisor at 994 Group in Austin, Texas. 994 Group reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | 994 Group |
|---|---|
| Based in | Austin, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $244.7M across 783 accounts |
| SEC registration | Investment adviser representative in TX · CRD 5082015 |
| Exams passed | Series 63 (2006) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | 994group.com |
How Theodore's firm compares
- 994 Group's average account is about $312,000, from its Form ADV (assets managed divided by 783 accounts).
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Questions about Theodore
Is Theodore Leclair a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Theodore holds no broker registration, and 994 Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Theodore charge for financial advice?
Theodore's firm, 994 Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Theodore Leclair based?
Theodore Leclair is based in Austin, Texas.
Is Theodore Leclair registered with the SEC?
Yes. Theodore Leclair is registered as an investment adviser representative in TX (CRD 5082015), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does 994 Group manage?
994 Group reports $244.7M across 783 accounts in assets under management.
How do I contact Theodore Leclair?
Through Theodore's website, 994group.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Austin
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- 994 Group website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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