Series LLC Formation in San Antonio
If you’re an investor, property owner, or entrepreneur managing multiple assets, a Series LLC might be the right solution for limiting liability while keeping operations streamlined and assets insulated. At the Law Office of Nathaniel Gilbert, PLLC, we help clients in San Antonio and across Texas understand, form, and manage Series LLCs with clarity and confidence.
What Is a Series LLC?
A Series LLC is a unique business structure offered in Texas that allows you to create a single “parent” LLC with the ability to form multiple, distinct “series” or internal divisions within that entity. Each series can have its own assets, operations, and even bank accounts — all while being protected from the liabilities of the others.
Think of it like a holding company with several compartments, each protected from what happens in the others. This structure is especially useful for real estate investors or those individuals with separate assets and ventures.
How IT Works
- Series LLC (“Parent”) — This is the main company, formed with special language in the Certificate of Formation and Operating Agreement to allow for the establishment of separate, individual Series.
- Individual Series — Each “series” under the LLC operates like a separate entity for liability and asset protection, but without needing to register a completely new LLC with the state. Texas allows for the creation of Protected or Registered Series, and your attorney can help determine which is appropriate for your Series LLC.
Why Use A Series LLC?
Texas is one of the few states that supports the creation of Series LLCs, and San Antonio business owners are increasingly leveraging this structure for:
- Real estate holdings (e.g., placing each property in a separate series to isolate liability)
- Asset management (e.g., different revenue streams or projects in their own compartments)
- Cost efficiency (e.g., a single filing fee and operating structure covers multiple ventures)
Each Series within the Series LLC can:
- Hold its own assets
- Enter into contracts
- Incur debts or liabilities
What to Expect When Creating a Series LLC
Forming a Series LLC isn’t as simple as filing a standard LLC. There are specific requirements under Texas law that must be followed for the legal protections to be valid. Working with Attorney Nathaniel Gilbert ensures your Series LLC complies with all legal requirements so that each compartment remains properly protected.
When you work with an experienced Series LLC lawyer in San Antonio, the process will follow a streamlined approach, tailored to your specific business needs:
- Formation of your Series LLC (the “parent”) with specific language that enables Series establishment, whether Protected or Registered.
- Drafting your Series LLC Operating Agreement, outlining how each series will be governed, as well as the formation of your first Series for the Series LLC.
- One-on-One Management training with Attorney Nate Gilbert to go over your documents and important considerations for Series management and asset protection, as well as step-by-step formation of future Series for your growing portfolio.
- At the Law Office of Nathaniel Gilbert, PLLC, we offer Next Day services on Series LLC Formation Documents, with official records from the Secretary of State may require additional time.
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Series LLC Formation Comparison
Working With Attorney Nate Gilbert
Work with one, highly experienced attorney, from start to finish on your project
Flat rate packages, established up front; That will always be your only payment!
Reach out directly to your attorney; One-on-one access to your attorney during your representation
Know you matter and won’t fall through the cracks– We don’t take on more clients than we can adequately serve at any time
Other Larger Firms
Chance of being passed around from senior partner, to associate, to another associate, or paralegal
Hourly rates, unknown fees or other surprises on your final bill – Every phone call has a ticking clock that you’re being charged for
Calling the main office line, leaving a message; Someone other than your attorney returning your phone call, or no one at all
Larger firms must take as many clients as possible, and there is a risk of your matter getting lost in the crowd
Already Have a Series LLC but Running Into Issues?
We offer diagnostic reviews of your existing Series LLC and help correct structural or compliance problems before they turn into costly legal disputes. Many clients come to us after setting up a Series LLC on their own or through an online service, only to discover:
- Missing key provisions in the Certificate of Formation
- No properly executed Series Operating Agreement
- Unmanaged asset separation between Series
- Deeds and contracts that don’t reflect the correct Series language
Series LLC FOrmation Pricing
Texas Series LLC Formation
$1,500
Filing of the Articles of Organization with the Secretary of State of Texas- Including the required language for Series LLCs in Texas
Application for EIN (Federal Employer Identification Number)
Draft and Finalize Your Operating Agreement, including the statutorily required language for Series LLCs—This language is mandatory for all Texas Series LLCs.
Includes Formation of ONE Series, and filing of Assumed Name for Series with the State of Texas
Draft Organizational Resolution for your use throughout the life of the business
A memorandum on LLC liability protection, successful LLC management, and other important information for managing your business.
Does Not Include State Filing Fees
Schedule a Free 15-Minute Consultation
Whether you’re launching a new real estate investment strategy or refining your current business structure, a Series LLC can provide flexibility and protection — when done right. Book your free consultation with a Series LLC formation lawyer in San Antonio today.
frequently asked questions
Protected Series that follow the statutorily specified naming conventions are not required to register an Assumed Name certificate with the Secretary of State. These are the most common Series formed because of their ease of formation.
Registered Series must file a Registered Series Certificate, regardless of naming convention, which runs $300/Series.
Individual EIN’s are not required by law, and depending on your setup, may unnecessarily complicate the business structure. Tax professionals and attorneys will have different answers to this question, so make sure you consult with a professional you trust.
Improper naming can compromise liability protection. Legal documents must clearly reference the full name of the Series, such as: Series A, LLC, a Series of Texas Best Investments, LLC, a Texas Series LLC.
Series LLCs are great for individuals with multiple properties, investments, or operations. During a consultation, we can assess your situation and recommend the right structure based on your individual needs and goals.
Yes. We can help you amend your Certificate of Formation and draft a new operating agreement to create the proper Series structure.