Data / Investment advisers / Texas / Momentum Independent Network Inc.
Momentum Independent Network Inc., Dallas, TX: $1.6 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Momentum Independent Network Inc. is an SEC registered investment adviser with its main office in Dallas, Texas and reports $1.6 billion in regulatory assets under management in its Form ADV filed August 11, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Momentum Independent Network Inc. (CRD number 17587): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 17587
- SEC file number
- 801-60812
- SEC status
- Approved, effective January 18, 2002
- Main office
- 717 N. Harwood Street Suite 3400, Dallas, TX 75201
- Phone
- (214) 859-1800
- Website
- financyy.com
- Regulatory AUM
- $1,609,472,813 in the Form ADV filed August 11, 2026
- Discretionary AUM
- $1,006,381,836
- Non discretionary AUM
- $603,090,977
- Accounts
- 4,721
- Employees
- 97, of which 97 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees, other fees
- Other offices
- 124
- Form ADV Item 11 disclosures
- Reported: SEC or CFTC regulatory actions, other federal, state or foreign regulatory actions, self-regulatory organization actions, other Item 11 matters, civil court actions
- Latest Form ADV filing
- August 11, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 408 | $854.8 million |
| Individuals (other than high net worth individuals) | 2,409 | $703.2 million |
| Corporations or other businesses | 33 | $32.6 million |
| Pension and profit sharing plans | 21 | $11.1 million |
| Charitable organizations | 8 | $7.7 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $1.61 billion | March 30, 2026 |
| December 1, 2025 | $1.34 billion | August 29, 2025 |
Other advisers in Dallas
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| NXG Investment Management | Dallas | $1.75 billion | 1 | adviserinfo.sec.gov |
| Swift Creek Partners | Dallas | $1.74 billion | 1 | adviserinfo.sec.gov |
| Lee Financial Company, LLC | Dallas | $1.68 billion | 4 | adviserinfo.sec.gov |
| Isc Advisors, Inc. | Dallas | $1.62 billion | Not listed | adviserinfo.sec.gov |
| Satori Capital, LLC | Dallas | $1.61 billion | 15 | adviserinfo.sec.gov |
| Duration Asset Management, LLC | Dallas | $1.58 billion | 1 | adviserinfo.sec.gov |
| Annandale Capital, LLC | Dallas | $1.55 billion | Not listed | adviserinfo.sec.gov |
| Hodges Capital Management Inc | Dallas | $1.55 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Dallas, TX
- Investment advisers in Texas
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Momentum Independent Network Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.