Data / Investment advisers / Texas / Segment Wealth Management, LLC
Segment Wealth Management, LLC, Houston, TX: $2.1 billion AUM, SEC registered investment adviser
Segment Wealth Management, LLC is an SEC registered investment adviser with its main office in Houston, Texas and reports $2.1 billion in regulatory assets under management in its Form ADV filed September 25, 2026. Its clients include high net worth individuals, charitable organizations and individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 164877
- SEC file number
- 801-77071
- SEC status
- Approved, effective August 27, 2012
- Main office
- 2200 Post Oak Blvd Suite 1400, Houston, TX 77056
- Phone
- (713) 800-7150
- Website
- segmentwm.com
- Regulatory AUM
- $2,069,231,258 in the Form ADV filed September 25, 2026
- Discretionary AUM
- $2,069,231,258
- Accounts
- 1,214
- Employees
- 12, of which 5 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 25, 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 | 170 | $1.99 billion |
| Charitable organizations | 8 | $31.1 million |
| Individuals (other than high net worth individuals) | 51 | $18.1 million |
| Pension and profit sharing plans | 7 | $17.9 million |
| Corporations or other businesses | Fewer than 5 | $13.7 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 |
|---|---|---|
| March 2, 2026 | $2.07 billion | February 22, 2026 |
| December 1, 2025 | $1.76 billion | October 21, 2025 |
Other advisers in Houston
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Eoc Partners Advisors L.P. | Houston | $2.37 billion | 13 | adviserinfo.sec.gov |
| Ka Credit Advisors, LLC | Houston | $2.29 billion | Not listed | adviserinfo.sec.gov |
| Eiv Capital, LLC | Houston | $2.23 billion | 12 | adviserinfo.sec.gov |
| CRG | Houston | $2.21 billion | 10 | adviserinfo.sec.gov |
| Adell Harriman & Carpenter | Houston | $2.09 billion | Not listed | adviserinfo.sec.gov |
| Inscription Capital, LLC | Houston | $2.05 billion | Not listed | adviserinfo.sec.gov |
| Corda Investment Management, LLC | Houston | $2.00 billion | Not listed | adviserinfo.sec.gov |
| Fic Partners Management, LP | Houston | $1.97 billion | 14 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Houston, TX
- Investment advisers in Texas
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving charitable organizations
- Segment Wealth Management, LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. 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.