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Texas Series LLC Formation

Series LLC Formation with Attorney Nate Gilbert in San Antonio Texas. Nate operates on a flat fee basis, with a focus on forming his client’s Texas Series LLCs online in a quick and efficient manner.

Flat Fee Texas Series LLC Formation, with one Series Formation included

Create your new, unique business entity structure directly with Texas Attorney Nathaniel Gilbert.

Learn how to form a new Series, manage your LLC and Series accounts, and move property into your new Series

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Series LLC Basics

What is a Texas Series LLC?

At a very basic level, it is simple to think of a Texas Series LLC in terms of a “parent company” and “subsidiary companies”.  Technically, and legally speaking, of course, these are not companies with true parent-subsidiary relationships, but this will help illustrate the idea behind forming a Series LLC in Texas.  


First, you have created your basic LLC (the parent), with provisions allowing for the creation of multiple “Series” (the subsidiaries).  It might look something like “Best in Texas Investment Properties, LLC”, or whatever name you want to come up with for the entity.  This formation is relatively straightforward, but there are a few key terms that MUST be in your Certificate of Formation and Series LLC Operating Agreement for the idea to work.


Next, we create a Series of the LLC.  This will look something like, “Series A, LLC, a Series of Texas Best Investments, LLC, a Texas Series LLC”.  That’s a long complicated name! Yes, the Series name is not necessarily something you will want to put on a billboard or T-shirt for advertising–this is an investment holding vehicle.  There are particular legal reasons that we name a Series the way that we do, including for the possibility of obtaining individual EIN’s for each Series, and bypassing Assumed Name registration requirements.


Once you have created all of the Series for your LLC that you need, you can start moving properties into the Series’.  For instance, your ranch goes into Series A, your rental home in Series B, and your townhome in Series C.  When granting these properties to the Series, remember, you are transferring them directly to the Series of Texas Series LLC, so the Deed MUST state the name of the particular Series in the entirety: Series A, LLC, a Series of Texas Best Investments, LLC, a Texas Series LLC.

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I wanted to make a PLLC for my new Pediatric Ophthalmology practice and I found Nate after searching on the internet. I read Nate’s profile and was impressed and gave him a call and asked all the relevant questions about the PLLC formation and was very satisfied with the answers and decided to go with him. Nate is professional, knowledgeable, efficient and finished the process in a very timely manner. To add to this, Nate did a meeting after the whole process to explain and educate about the new entity and its Company Agreement which is extremely helpful to prepare you for the next steps for your PLLC. He is always available for follow up questions. It was a pleasure working with Nate and I highly recommend him. 

– Dr.C (Pediatric Eye Center)

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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

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Series LLC Formation FAQs

A special form of Limited Liability Company in Texas, a “Series” LLC can have many benefits for individuals, families, and partnerships that are looking to accomplish certain goals, such as asset investments and holding, with their business. At the Law Office of Nathaniel Gilbert, PLLC, the priority is the formation of the Series LLC in Texas, and the subsequent Series’ in a quick and efficient manner that matches the Client’s goals. For more on Series LLCs, click here.

A Series LLC is an amazing tool that individuals looking for a specific kind of LLC structure can use in Texas.  A Series LLC is, in actuality, multiple LLCs under one roof.  Why do some individuals, families, and businesses choose this type of entity? For 99% of cases: asset investments.

A Series LLC functions as several different LLCs, with each of these entities holding separate properties, having different functions, and containing different membership profiles.  This is an advantage for property owners with multiple properties—Each property can be maintained separate and apart from the other properties, thus separating the liabilities and assets as well.

The short answer is, why not? Forming a proper Series LLC requires statutory specific language in the Operating Agreement as well as the Certificate of Formation, but the filing fees and annual maintenance costs are the same in Texas.  If you are forming an LLC to use to hold just one property, it may be in your interest to just do the Series LLC now, even if you may not add another property for quite some time.

LLC Formation Attorney Nathaniel Gilbert in San Antonio works with clients using a flat fee structure for forming a Series LLC- $1,500, including one Series, and $300 for each additional Series. This includes drafting your Operating Agreement and discussing how the Operating Agreement works and your obligations under the Operating Agreement, Draft Meeting Minutes and Corporate Resolutions to use in the management of your Series LLC, EIN acquisition, and filing your Certificate of Formation with the State (filing fee not included) and a detailed memorandum about liability prevention and LLC management. State Filing Fees for Series LLCs are the same as regular LLCs or PLLCs. 

Series LLCs are a unique entity that allows for the creation of several other entities under one umbrella. Essentially, you are creating a chain of LLCs that all link back to one particular entity, with each individual LLC link in the chain, or “series”, existing as its own individual entity with assets, liabilities, and members.

Series LLCs are most commonly used for assets investment where investors hold property in each series. For example, an investor creates a series LLC with his attorney in order to acquire three properties: a ranch, an apartment building, and a commercial strip mall. Each of these assets carries with it unique liabilities that a prudent investor may not wish to leak into other assets. Under a series LLC, the investor can shield the liabilities of the strip mall from the ranch and apartment assets by holding those properties in their very own individual series.

Formation of a Texas Series LLC is relatively straightforward with the assistance of an attorney. The Certificate of Formation as well as the Operating Agreement MUST have the statutorily required language for Texas Series LLCs that authorizes the creation of “Series.” For the Series themselves, you’ll need the ability to amend your Operating Agreement and create the separate addendums for the Series.

Series LLC FOrmation Pricing

Texas Series LLC Formation


Texas Series LLC Formation Packages Include All Items Listed Here

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

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