# Tectonic Advisors

Tectonic Advisors is a Multi Family Office based in Houston, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Houston, United States
- **Region:** North America
- **Address:** 600 Travis Street, 59th Floor, Houston, TX 77002
- **Founded:** 2006
- **Assets under management:** 4346 (Altss estimate)
- **Website:** tectonicadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/tectonicadvisors

## Regulatory record

- **CRD number:** 339604
- **SEC file number:** 801-66385
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-31T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/339604

## About

Tectonic Advisors was established by A. Haag Sherman, who also serves as CEO of affiliated Tectonic Financial. Sherman sits on the board of CBIZ. The firm maintains an additional office in Plano, Texas. Tectonic provides portfolio construction and asset allocation services to high-net-worth families. Its confirmed investment types include private equity, private credit, real estate, infrastructure, hedge funds, commodities, and direct co-investments. Geographic activity centers on North America. Sector exposure includes Energy Transition & Renewables, PropTech, and FinTech alongside Enterprise Software. The firm reports 4,346 million USD under management. It maintains relationships with philanthropic vehicles including Bo's Place, the Children's Museum of Houston, and the Metropolitan Museum of Art. George L. Ball previously held leadership roles at the Bond Club of New York and the Securities Industry Association. Tectonic's structure ties ownership to Cain Watters & Associates partners who hold 31.14 percent of Tectonic Financial while directing client assets to the advisor. This creates a hybrid model that blends multi-family office services with an external distribution network.

## Sectors

- Energy Transition & Renewables
- PropTech
- FinTech

## Offices

- 6900 Dallas Parkway, Suite 625, Plano, TX 75024

## People

- A. Haag Sherman — CEO and Founder
- George L. Ball — Co-Chairman

## Questions

### Who runs investment decisions at Tectonic Advisors?

A. Haag Sherman serves as CEO and Founder. George L. Ball acts as Co-Chairman.

### How is Tectonic Advisors related to Cain Watters & Associates?

CWA partners own 31.14 percent of Tectonic Financial. Tectonic manages assets for CWA clients.

### What asset classes does Tectonic Advisors deploy into?

The firm uses private credit, real estate, infrastructure, hedge funds, commodities, and direct co-investments.

### Where does Tectonic Advisors maintain offices?

Primary operations are in Houston at JPMorgan Chase Tower with a second office in Plano, Texas.

## Related profiles

- [Alpen Partners AG](https://altss.com/profile/alpen-partners-ag)
- [Knollwood Investment Advisory](https://altss.com/profile/knollwood-investment-advisory)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/tectonic-advisors

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