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Investment advisers in Texas: 1,337 firms, page 4

The full lists. Investment advisers in Texas: 1,337 rows, $66.85, or the new rows each week for $19 a month. Investment advisers (SEC registered and exempt reporting): 24,111 rows, $321.11, or the new rows each week for $19 a month. $10 of credit on sign-up, no card. Pay by card with no account. Prices exclude VAT. CSV and Excel files with the columns this page does not show (legal name, CRD number, SEC number, registration, SEC status, SEC status effective and 17 more), which open on your screen as soon as the payment clears and come by email. For agents and scripts: every list with its row count and price is at https://specstream.ai/data/lists.json.

Get the first 200 rows free

Updated November 10, 2026. Source: the SEC's Form ADV data files for investment advisers.

Largest advisers by AUM, 901 to 1,200 of 1,337, in the same order as page 1.

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.

Largest advisers by AUM, page 4

AdviserCityAUMAccountsEmployeesPrivate fundsPhoneWebsiteSource
DFS AdvisoryDenton$156 million1516Not listed(940) 297-1474distinctfinancialsolutions.comadviserinfo.sec.gov
Phoenix Capital Realty Advisors, LLCAddison$155.8 million119Not listed(972) 866-7577pcpre.comadviserinfo.sec.gov
Live Oak Wealth Advisory Group, LLCHouston$155.5 million2935Not listed(281) 822-9200adviserinfo.sec.gov
Herndon Plant Oakley LTDCorpus Christi$155.4 million2863Not listed(361) 888-7611hpo.comadviserinfo.sec.gov
Cam Investor SolutionsAustin$155.4 million6233Not listed(720) 575-7775adviserinfo.sec.gov
Tectonic Capital Advisors, LLCHouston$154.4 million483Not listed(713) 250-4200adviserinfo.sec.gov
Uptown Capital AdvisorsDallas$153.8 million2502Not listed(214) 628-9508uptowncapital.comadviserinfo.sec.gov
S&S Wealth ManagementGrand Prairie$153.8 million7903Not listed(817) 276-8090sswmwealth.comadviserinfo.sec.gov
Applewhite & Buys Financial AdvisorsDallas$153.1 million7402Not listed(214) 710-2498applewhitefp.comadviserinfo.sec.gov
Portfolio Management, LLCAustin$151.9 million3083Not listed(512) 222-4035portmgmt.comadviserinfo.sec.gov
Integrated Wealth Strategies, LLCAustin$151.7 million5467Not listed(512) 291-6391yelp.comadviserinfo.sec.gov
Purewater Capital, LLCFort Worth$149.5 million5125Not listed(817) 416-8680purewatercapital.comadviserinfo.sec.gov
Brookline Wealth, LLCAustin$149 million1786Not listed(512) 222-9169brooklinewealth.comadviserinfo.sec.gov
Sonnet, LLCSpring$148.4 million4844Not listed(281) 404-4346sonnetinvest.comadviserinfo.sec.gov
Prestige Wealth ManagementSouthlake$148.4 million8819Not listed(817) 637-8121adviserinfo.sec.gov
Stavis Wealth Transfer SolutionsHouston$148.1 million396Not listed(713) 391-8200staviswealth.comadviserinfo.sec.gov
Awh Capital, L.P.Dallas$147.6 million131(214) 462-9100awhcapital.comadviserinfo.sec.gov
Chung Wu Investment Group, LLCSugar Land$147.5 million21521(281) 203-0069cw-investmentgroup.comadviserinfo.sec.gov
Money Managers, Inc.San Antonio$146.6 million6025Not listed(210) 349-9494moneymanagersinctx.comadviserinfo.sec.gov
Lucien Stirling & Gray Advisory Group IncAustin$146.6 million5745Not listed(512) 458-2517adviserinfo.sec.gov
Fort Advisors IncAustin$146.3 million7133Not listed(512) 433-6492adviserinfo.sec.gov
Birdrock WealthAustin$146.3 million4256Not listed(512) 236-0071birdrockwealth.comadviserinfo.sec.gov
Ankerstar Wealth, LLCLeander$146.1 million8818Not listed(512) 614-0085adviserinfo.sec.gov
Mercantile Investment AdvisorsWichita Falls$146 million713Not listed(940) 723-5565adviserinfo.sec.gov
Bfi Wealth Solutions, LLCDallas$145 million5501Not listed(469) 646-0429adviserinfo.sec.gov
Winnacle Wealth, LLCWaco$145 million1,2646Not listed(254) 776-8400winnaclewealth.comadviserinfo.sec.gov
CSL Capital Management, L.P.Houston$144.8 million787(281) 407-0693cslenergy.comadviserinfo.sec.gov
Certified Financial Strategies CorporationDallas$144.4 million3061Not listed(972) 702-8121cfscorp.comadviserinfo.sec.gov
Paladino WealthMontgomery$144.1 million1604Not listed(936) 444-2583paladinowealth.comadviserinfo.sec.gov
Shelter Wealth Strategies, LLCHouston$144.1 million389Not listed(713) 620-8500shelterwealth.comadviserinfo.sec.gov
PMG Family Office, LLCPlano$144 million2962Not listed(214) 550-8790adviserinfo.sec.gov
GSV Asset Management, LLCDallas$143.4 million732(646) 256-8233adviserinfo.sec.gov
Kopion Asset Management, LLCMcKinney$142.6 million142Not listed(214) 425-7027kopion.comadviserinfo.sec.gov
The Advisors GroupLubbock$142.4 million5425Not listed(806) 794-3848theadvisorsgroup.netadviserinfo.sec.gov
Pivot Point Advisors, LLCBellaire$141.7 million3053Not listed(713) 715-7000adviserinfo.sec.gov
Stability Partners Advisory Group, LLCSpring$140.9 million6743Not listed(832) 559-8393stabilityfinancialtalk.comadviserinfo.sec.gov
Clear Sky Financial, LPProsper$140.6 million2983Not listed(214) 440-3615csfplan.comadviserinfo.sec.gov
Flagship Investment Management LLCHouston$140 million4122(713) 623-6000flagshipco.comadviserinfo.sec.gov
Alteris Capital Partners, LLCHouston$139.5 million3023Not listed(832) 649-8111adviserinfo.sec.gov
Teza Capital Management LLCAustin$139.5 million5901(312) 768-1650tezacapital.comadviserinfo.sec.gov
Braeside Investments, LLCDallas$139.4 million332(214) 276-9001braesidecapital.comadviserinfo.sec.gov
Cravens Brothers Private Wealth Management LLCDallas$139.3 million1352Not listed(214) 234-9503cravensbrothers.comadviserinfo.sec.gov
Southpaw CP Manager LPDallas$138.9 million454(917) 837-8846adviserinfo.sec.gov
Revere Capital Management LPDallas$138.7 million4292(214) 227-9337reverecapital.comadviserinfo.sec.gov
TKC Wealth Management LLCDallas$138.6 million2846Not listed(214) 389-2000tkcadvisors.comadviserinfo.sec.gov
Worth Financial Group Inc.Dallas$137.9 million18911Not listed(469) 916-4287worthfinancialgroup.comadviserinfo.sec.gov
Eubank, Hutson & Associates, LLCPlano$137.7 million5602Not listed(972) 473-2244eubankhutson.comadviserinfo.sec.gov
Strategic Portfolio Solutions, LLCDallas$136.2 million3935Not listed(214) 446-4910adviserinfo.sec.gov
Paradigm Advisors, LLCDallas$136.1 million3724Not listed(214) 756-6066paradigmadvisors.comadviserinfo.sec.gov
Allegro Mineral Partners LLCHouston$135.3 million7174(832) 895-7030allegrominerals.comadviserinfo.sec.gov
Fogarty Wealth Management, Inc.Missouri City$135.3 million3391Not listed(281) 403-1818fogartywm.comadviserinfo.sec.gov
Stonebridge Wealth Management, LLCFrisco$134.6 million1271Not listed(972) 418-2946stonebridgewealth.comadviserinfo.sec.gov
Wave Wealth Management, LLCFrisco$134.2 million4472Not listed(972) 954-4100wavewealth.comadviserinfo.sec.gov
Reliance Wealth ManagementSan Antonio$134.2 million58815Not listed(210) 255-3040reliancefinancialpartners.comadviserinfo.sec.gov
Double Eagle Capital Management LPSouthlake$133.2 million322(972) 869-6880doubleeaglecapital.comadviserinfo.sec.gov
Kanos Capital Management, LLCHouston$133.2 million1163Not listed(713) 807-0200kanoscapital.comadviserinfo.sec.gov
Blackgold Capital Management LPHouston$133 million847(281) 795-6613adviserinfo.sec.gov
Green & Deckert LLCLubbock$132.8 million3732Not listed(806) 744-2689adviserinfo.sec.gov
Charis Legacy PartnersBryan$132.7 million2441Not listed(979) 406-7875adviserinfo.sec.gov
Ironoak WealthCedar Park$132.6 million6066Not listed(737) 271-9421ironoakwealth.comadviserinfo.sec.gov
Usca Asset Management LLCHouston$132.1 million24624(713) 366-0500uscallc.comadviserinfo.sec.gov
PMV Capital Advisers, LLCDallas$132 million1404Not listed(972) 850-0146adviserinfo.sec.gov
Nexpoint Advisors, L.P.Dallas$131.2 million467Not listed(214) 276-6300adviserinfo.sec.gov
Equilibria Wealth Management, LLCKaty$130.4 million2053Not listed(432) 617-7788equilibriawealthmanagement.comadviserinfo.sec.gov
Financial Aurora, LLC.Austin$130 million7002Not listed(512) 213-6400financialaurora.comadviserinfo.sec.gov
Broadhurst Financial Advisors, Inc.Austin$128.4 million2591Not listed(215) 325-1595broadhurstfinancial.comadviserinfo.sec.gov
Evolution Investment Management LLCAustin$127.5 million646(512) 615-5612evolutionim.comadviserinfo.sec.gov
Sage Wealth PlanningGeorgetown$127 million4153Not listed(231) 221-2448adviserinfo.sec.gov
Personal Money Planning, LLCWichita Falls$126.7 million5665Not listed(940) 692-6885personalmoneyplanning.comadviserinfo.sec.gov
Shadowridge Asset Management, LLCAustin$126.7 million8709Not listed(888) 434-1427adviserinfo.sec.gov
Artesa Financial GroupConroe$126.6 million6064Not listed(936) 760-2215artesafinancialgroup.comadviserinfo.sec.gov
Kingwood Investment GroupKingwood$126.5 million4397Not listed(281) 359-7900thekig.comadviserinfo.sec.gov
RIA Wealth Advisors, LLCRound Rock$126.5 million5625Not listed(512) 218-7993animascapital.comadviserinfo.sec.gov
Trinity Investment Management, LLCFort Worth$126.2 million9651(817) 874-2700trinity-invest.comadviserinfo.sec.gov
Integrity Road Wealth Partners LLCHouston$126 million2943Not listed(832) 585-8699integrityroadwealth.comadviserinfo.sec.gov
The Gardner GroupDallas$125.3 million3671Not listed(214) 706-4369gardnergrp.comadviserinfo.sec.gov
Masterpiece Capital, LLCAustin$124.9 million864Not listed(512) 472-9033adviserinfo.sec.gov
Emergent Capital Advisors, LLCHouston$124.1 million141(713) 965-0371ecagp.comadviserinfo.sec.gov
Encompass Advisory Services, LLCKaty$121.3 million1,00714Not listed(281) 371-6300adviserinfo.sec.gov
Leder Fiduciary Capital LLCBellaire$120.6 million1431Not listed(713) 870-9516lederfidcap.comadviserinfo.sec.gov
GFN Capital ManagementRichardson$120.1 million3845Not listed(972) 385-0007glazerfinancial.comadviserinfo.sec.gov
MTR Financial Services, LLCKingwood$119.9 million3401Not listed(281) 913-1844adviserinfo.sec.gov
Lone Star Investment Advisors, LLCDallas$119.9 million343(972) 702-7390adviserinfo.sec.gov
Redfish CapitalCypress$119 million1704Not listed(281) 256-3100redfish-cap.comadviserinfo.sec.gov
LD Lowe Wealth AdvisoryRichardson$118.8 million6778Not listed(972) 335-2523adviserinfo.sec.gov
Texas Financial AdvisorySan Antonio$117.9 million6337Not listed(210) 530-1292adviserinfo.sec.gov
Integra Wealth Advisors, LLCHouston$117.3 million1853Not listed(713) 966-6156integrawealthadvisors.comadviserinfo.sec.gov
Moffatt Financial StrategiesFort Worth$117.1 million1816Not listed(682) 747-0134adviserinfo.sec.gov
Murray Securities, Inc.Tyler$116.6 million494Not listed(903) 561-5588murraysecuritiesinc.comadviserinfo.sec.gov
Pathway Wealth Management, LLCDallas$116 million961Not listed(972) 863-7671adviserinfo.sec.gov
Modern Financial PlanningGeorgetown$116 million3052Not listed(510) 519-7009modernfp.comadviserinfo.sec.gov
Third Gear Capital Management LPHouston$115.7 million431(346) 440-0719thirdgearinvestments.comadviserinfo.sec.gov
LRH Capital Advising LLCDallas$113.9 million111(214) 680-1261adviserinfo.sec.gov
Finamex Asset Management, LLCHouston$113.9 million1904Not listed(713) 589-7121adviserinfo.sec.gov
Eagle Financial Advisors, LLCFrisco$113.1 million4219Not listed(800) 994-1317eaglefinancialadvisors.netadviserinfo.sec.gov
Ask Capital Investment ManagersAmarillo$110.4 million1512Not listed(806) 322-7526adviserinfo.sec.gov
Piccolo Investment Consulting, LLCDenton$110 million1962Not listed(940) 215-0101picinvesting.comadviserinfo.sec.gov
Grace Capital Management, LLCAustin$108.7 million2705Not listed(512) 485-1800grace-cap.comadviserinfo.sec.gov
Double Eagle Wealth Management LLCDallas$108.6 million3592Not listed(214) 814-4978adviserinfo.sec.gov
Panteles AdvisorsArgyle$108.2 million1064Not listed(940) 239-8042adviserinfo.sec.gov
Turner Capital Investments, LLCAustin$107.2 million3374Not listed(855) 678-8200turnercapitalinvestments.comadviserinfo.sec.gov
Birnam Wood Capital, LLCDallas$106.1 million542Not listed(214) 935-3707birnamwood-capital.comadviserinfo.sec.gov
Ormonde Investment Management, LLCDallas$105.3 million32Not listed(833) 689-6003ormondeinvestments.comadviserinfo.sec.gov
Legacy Chief Financial Office, LLCShenandoah$105.1 million3363Not listed(832) 510-9099legacycfo.comadviserinfo.sec.gov
Catalyst Wealth Management LLCHouston$105 million9,54932Not listed(832) 657-7735catalystfg.comadviserinfo.sec.gov
Pabrai Wagons AdvisorsWest Lake Hills$104 million15Not listed(512) 999-7110adviserinfo.sec.gov
Ironhorn Advisors LLCAustin$103 million254Not listed(512) 584-9606ironhorn.comadviserinfo.sec.gov
Brazos CapitalAustin$102.5 million1723Not listed(512) 827-0826brazoscapitalgroup.comadviserinfo.sec.gov
Republic SquareAustin$102.4 million696(512) 900-2646repsquare.comadviserinfo.sec.gov
A Sling & a Stone, IncorporatedBurnet$102.1 million44541(512) 553-5151investorsadv.comadviserinfo.sec.gov
Endurance Financial Planning, LLCMcAllen$101.8 million1,3644Not listed(956) 630-7231adviserinfo.sec.gov
Westmont Advisory, LLCFlower Mound$100 million72Not listed(214) 433-7354westmontadvisory.coadviserinfo.sec.gov
CAZ GP Stakes Adviser LLCHouston$99 million183Not listed(713) 403-8250adviserinfo.sec.gov
Lemnis CapitalRichardson$97.9 million35213Not listed(972) 928-6196adviserinfo.sec.gov
Box Financial Advisors, LLCGrapevine$96.9 million93241(817) 865-1811adviserinfo.sec.gov
Nexpoint Insurance Solutions, L.P.Dallas$95.7 million64Not listed(214) 276-6300adviserinfo.sec.gov
Basa AdvisorsDallas$95.7 million1141(214) 559-4200basaresources.comadviserinfo.sec.gov
Burke Wealth Management, LLCHouston$95.2 million1283Not listed(713) 933-5402burkewealthmanagement.comadviserinfo.sec.gov
Abraham Trading CompanyCanadian$94.9 million17Not listed(806) 323-8000adviserinfo.sec.gov
Saddock Wealth, LLCDallas$94.3 million939Not listed(972) 437-5201saddockwealth.comadviserinfo.sec.gov
Empiric Advisors, Inc.Austin$64.7 million423Not listed(512) 328-9321empiricfunds.comadviserinfo.sec.gov
Longhorn Capital Partners, L.P.Fort Worth$63.6 million22Not listed(646) 207-1743adviserinfo.sec.gov
Salient Advisors, L.P.Dallas$61.8 million195Not listed(214) 756-6900westwoodfunds.comadviserinfo.sec.gov
Ranger Alternative Management, L.P.Dallas$54.5 million111Not listed(214) 871-5200rangerequitybear.comadviserinfo.sec.gov
Family Dynasty Advisors LLCLubbock$52.3 million1993Not listed(806) 993-7023familydynastyadvisors.comadviserinfo.sec.gov
Southwestern Money Management LLCSan Antonio$48.3 million193Not listed(210) 344-3400southwesternmoney.comadviserinfo.sec.gov
Tabernacle Equity Management LLCSouthlake$41.5 million181(817) 898-1500tabernacleequity.comadviserinfo.sec.gov
II Technology, LLCAustin$40.5 million302Not listed(512) 730-1015ii.technologyadviserinfo.sec.gov
Days Global AdvisorsHouston$40 million211(833) 551-0417daysadvisors.comadviserinfo.sec.gov
Acruence Capital, LLCDallas$37.4 million11Not listed(833) 653-6400acruence.comadviserinfo.sec.gov
Gavltd International CorporationEl Paso$34.3 million92Not listed(915) 833-2971adviserinfo.sec.gov
Sarmaya Partners, LLCSan Antonio$33 million16Not listed(303) 520-2419sarmayapartners.comadviserinfo.sec.gov
Nexadvisors, LLCDallas$26.1 million64Not listed(214) 550-8350adviserinfo.sec.gov
Cumberland Hill Capital Management LLCDallas$18.2 million121(214) 855-5335ironwoodfunding.comadviserinfo.sec.gov
Save Advisers LLCHouston$15.5 million3127Not listed(254) 284-7283joinsave.comadviserinfo.sec.gov
Advisors Crypto, Inc.Austin$11.2 million742Not listed(512) 346-8000advisorscrypto.comadviserinfo.sec.gov
Everkey Financial LLCKaty$10.6 million21Not listed(713) 382-1880adviserinfo.sec.gov
Empiric InstitutionalAustin$9.9 million124Not listed(512) 583-0160empiricinstitutional.comadviserinfo.sec.gov
Sanjac Alpha LPHouston$9.6 million25Not listed(713) 579-3943sanjacalpha.comadviserinfo.sec.gov
Precept Management, LLCDallas$5.4 million333(214) 880-7444preceptfund.comadviserinfo.sec.gov
Clairalpha Advisors LLCFrisco$3.7 million211Not listed(713) 364-3839clairalpha.comadviserinfo.sec.gov
Founder Etfs LLCDallas$2.9 million11Not listed(917) 385-0195adviserinfo.sec.gov
Branson Fowlkes Russell IncHouston$1.6 million16Not listed(713) 780-0606bransonfowlkes.comadviserinfo.sec.gov
Bbae Advisors LLCPlano$1.2 million1483Not listed(972) 618-0043bbae.comadviserinfo.sec.gov
PuthouseAustin$973,828104Not listed(510) 626-0372adviserinfo.sec.gov
SimplevisorHouston$928,433152Not listed(281) 501-1791simpleadvisor.comadviserinfo.sec.gov
Fortuna Funds, LLCDallas$915,03512Not listed(214) 228-5229fortunafunds.comadviserinfo.sec.gov
Fundify Advisors LLCAustin$888,5129,3933Not listed(512) 645-1010fundify.comadviserinfo.sec.gov
Unifimoney RIAAustin$314,0004635Not listed(415) 964-5877adviserinfo.sec.gov
L & B Realty Advisors, LLPDallas$218,557170Not listed(214) 989-0800lbrealty.comadviserinfo.sec.gov
BinvestingHouston$52,430626Not listed(713) 980-4690binvesting.usadviserinfo.sec.gov
RewbixAustin$20,00051Not listed(650) 309-9099rewbix.comadviserinfo.sec.gov
NestvstSugar Land$7,06754Not listed(832) 592-1760wealthdoor.comadviserinfo.sec.gov
Fivancial Advisors, Inc.Dallas$925961Not listed(855) 568-3275banksocial.ioadviserinfo.sec.gov
VestieDallas$12521Not listed(903) 910-3003adviserinfo.sec.gov
Alka Partners, LLCFarmers Branch$211Not listed(650) 704-9297adviserinfo.sec.gov
The Launch Partnership, LLCAustinNot listedNot listedNot listed219(415) 319-8244jasonssyndicate.comadviserinfo.sec.gov
Life Investors Management Company, LPSouthlakeNot listedNot listedNot listed133(817) 575-9553adviserinfo.sec.gov
Ehrenberg Chesler Investment Advisors LLCSan AntonioNot listedNot listedNot listed62(210) 472-1103adviserinfo.sec.gov
Learn CapitalAustinNot listedNot listedNot listed54(415) 370-1100adviserinfo.sec.gov
Mercury FundHoustonNot listedNot listedNot listed45(713) 715-6820mercuryfund.comadviserinfo.sec.gov
SagestreetHoustonNot listedNot listedNot listed44(713) 221-3751sagestreet.comadviserinfo.sec.gov
LFG Capital Management LLCDallasNot listedNot listedNot listed38(847) 309-5603lfg.vcadviserinfo.sec.gov
BSV Special Entity ManagementDallasNot listedNot listedNot listed37(312) 802-5639adviserinfo.sec.gov
922 VenturesHoustonNot listedNot listedNot listed28(650) 308-8198adviserinfo.sec.gov
Valedor PartnersHoustonNot listedNot listedNot listed28(281) 896-0270valedorpartners.comadviserinfo.sec.gov
Encap Investments L.P.HoustonNot listedNot listedNot listed25(713) 659-6100encapinvestments.comadviserinfo.sec.gov
BFV Management LLCAustinNot listedNot listedNot listed22(210) 920-4715brandfoundryvc.comadviserinfo.sec.gov
Goldcrest Advisory, LLCDallasNot listedNot listedNot listed21(214) 303-1112goldcrest.comadviserinfo.sec.gov
Black Knight Alternative Investments, LLCFriscoNot listedNot listedNot listed19(972) 786-6527adviserinfo.sec.gov
Trust Ventures Capital, LLCAustinNot listedNot listedNot listed19(513) 436-3343adviserinfo.sec.gov
Covemark Investment Manager LLCDallasNot listedNot listedNot listed18(972) 984-0342adviserinfo.sec.gov
Muckerlab, LLCAustinNot listedNot listedNot listed18(415) 484-2547muckercapital.comadviserinfo.sec.gov
Leggett VenturesHoustonNot listedNot listedNot listed17(832) 804-8301adviserinfo.sec.gov
Overmatch Ventures Management LLCAustinNot listedNot listedNot listed17(626) 862-8859overmatch.vcadviserinfo.sec.gov
Eckuity LLCCypressNot listedNot listedNot listed15(607) 227-5080eckuity.comadviserinfo.sec.gov
Springdale VenturesAustinNot listedNot listedNot listed14(512) 905-4223springdaleventures.comadviserinfo.sec.gov
Verdure Capital Managment, LLCAustinNot listedNot listedNot listed14(415) 322-8192verdure.vcadviserinfo.sec.gov
WM Capital Partners, LLCAustinNot listedNot listedNot listed13(212) 584-6170wmcapitalpartners.comadviserinfo.sec.gov
Post Oak Energy Capital, LPHoustonNot listedNot listedNot listed12(713) 571-9393postoakenergy.comadviserinfo.sec.gov
1802 Ventures GP LLCAustinNot listedNot listedNot listed11+971585791019adviserinfo.sec.gov
Dallas Venture CapitalSouthlakeNot listedNot listedNot listed11(214) 763-8383dallasvc.comadviserinfo.sec.gov
Fannin Advisory, LLCHoustonNot listedNot listedNot listed11(713) 966-5826adviserinfo.sec.gov
McCaslin Barrow Henderson, LLCDallasNot listedNot listedNot listed11(214) 445-6000mh-cap.comadviserinfo.sec.gov
Ridgepeak PartnersAustinNot listedNot listedNot listed11(314) 954-2301adviserinfo.sec.gov
Bull & Bear, LPHoustonNot listedNot listedNot listed10(847) 881-6435bull-bear.comadviserinfo.sec.gov
Entourage Effect Capital, LLCDallasNot listedNot listedNot listed10(469) 421-7049entourageeffect.comadviserinfo.sec.gov
Silverton Management, L.L.C.AustinNot listedNot listedNot listed10(512) 704-6122adviserinfo.sec.gov
Black Saddle Capital Partners LLCDallasNot listedNot listedNot listed9(972) 755-9308adviserinfo.sec.gov
GVM Advisors LLCAustinNot listedNot listedNot listed9(512) 524-3601gatecapventures.comadviserinfo.sec.gov
Ifly Management, LLCAustinNot listedNot listedNot listed9(215) 527-2547ifly.vcadviserinfo.sec.gov
Kamerra Holdings, LLCAustinNot listedNot listedNot listed9(512) 553-8187kamerracap.comadviserinfo.sec.gov
Liveoak Management Services, LLCAustinNot listedNot listedNot listed9(512) 498-4900adviserinfo.sec.gov
Modi Venture Capital Management LLCSugar LandNot listedNot listedNot listed9(650) 200-0175adviserinfo.sec.gov
Sante VenturesAustinNot listedNot listedNot listed9(512) 721-1200sante.comadviserinfo.sec.gov
Carrollton Mineral Partners GP, LPDallasNot listedNot listedNot listed8(214) 269-1055carres.comadviserinfo.sec.gov
Crockett Capital LLCDallasNot listedNot listedNot listed8(317) 292-8844crockett-capital.comadviserinfo.sec.gov
Eagle Capital International, LLCFort WorthNot listedNot listedNot listed8(443) 203-8014adviserinfo.sec.gov
LP First Capital LLCAustinNot listedNot listedNot listed8(512) 826-7355adviserinfo.sec.gov
Quake CapitalAustinNot listedNot listedNot listed8(737) 317-2313crunchbase.comadviserinfo.sec.gov
Waco Ventures Management OPCO, LPWacoNot listedNot listedNot listed8(214) 683-8007waveventures.comadviserinfo.sec.gov
Berch Capital LLCAustinNot listedNot listedNot listed7(512) 426-8018berchcapital.comadviserinfo.sec.gov
Broadvail Capital Partners, LLCHoustonNot listedNot listedNot listed7(713) 766-9994broadvail.comadviserinfo.sec.gov
Carnelian Energy Capital Management, LPHoustonNot listedNot listedNot listed7(713) 322-7310carnelianenergy.comadviserinfo.sec.gov
Council Oaks Partners, LLCAustinNot listedNot listedNot listed7(512) 923-5370counciloaks.comadviserinfo.sec.gov
Eldon PassBoerneNot listedNot listedNot listed7(210) 667-0942adviserinfo.sec.gov
Ironspring, LLCAustinNot listedNot listedNot listed7(903) 407-9092ironspring.comadviserinfo.sec.gov
Next Coast Ventures, LLCAustinNot listedNot listedNot listed7(512) 370-2242nextcoastventures.comadviserinfo.sec.gov
Raido CapitalAustinNot listedNot listedNot listed7(512) 710-5594raido.capitaladviserinfo.sec.gov
SHD Management, LLCDallasNot listedNot listedNot listed7(214) 303-1540shdpartners.comadviserinfo.sec.gov
Siltstone Capital, LLCHoustonNot listedNot listedNot listed7(713) 375-9200adviserinfo.sec.gov
Spindletop Capital Management, LLCAustinNot listedNot listedNot listed7(512) 961-4633spindletopcapital.comadviserinfo.sec.gov
Ttfcm LLCPlanoNot listedNot listedNot listed7(214) 713-4469adviserinfo.sec.gov
Viewside Capital Partners LPDallasNot listedNot listedNot listed7(214) 865-8078viewsidecapital.comadviserinfo.sec.gov
Virgo CapitalAustinNot listedNot listedNot listed7(512) 215-4102adviserinfo.sec.gov
Active Venture Partners, LLCSan AntonioNot listedNot listedNot listed6(703) 338-3600adviserinfo.sec.gov
Congruent Investment Partners, LLCDallasNot listedNot listedNot listed6(214) 760-7411congruentinv.comadviserinfo.sec.gov
Drover Management, LLCDallasNot listedNot listedNot listed6(469) 644-5272droverventures.comadviserinfo.sec.gov
Ensemble VC Management, LLCAustinNot listedNot listedNot listed6(267) 702-0062ensemble.vcadviserinfo.sec.gov
LDR Partners LPHoustonNot listedNot listedNot listed6(832) 982-6552ldrgp.comadviserinfo.sec.gov
Latitude 37 Ventures LLCHoustonNot listedNot listedNot listed6(713) 818-5539l37.vcadviserinfo.sec.gov
Scout VC, LLCAustinNot listedNot listedNot listed6(917) 656-5665scout.vcadviserinfo.sec.gov
Teakwood CapitalCoppellNot listedNot listedNot listed6(214) 865-9404adviserinfo.sec.gov
Aspect Acquisition ManagementDallasNot listedNot listedNot listed5(214) 871-8635adviserinfo.sec.gov
Cardinal CSP Investments GP, Inc.DallasNot listedNot listedNot listed5(214) 360-1835adviserinfo.sec.gov
Chimney Rock Equity PartnersAustinNot listedNot listedNot listed5(512) 553-5700adviserinfo.sec.gov
Ec Management Services, LLCAustinNot listedNot listedNot listed5(512) 651-2109escalatecapital.comadviserinfo.sec.gov
Goff Focused Strategies LLCFort WorthNot listedNot listedNot listed5(817) 509-3964adviserinfo.sec.gov
Lantern Capital Partners, L.P.DallasNot listedNot listedNot listed5(469) 942-8342lanternam.comadviserinfo.sec.gov
Next VenturesAustinNot listedNot listedNot listed5(650) 451-2888adviserinfo.sec.gov
Western Research and Management, L.L.C.Fort WorthNot listedNot listedNot listed5(817) 877-9980western-companies.comadviserinfo.sec.gov
Afi Capital Partners LLCAustinNot listedNot listedNot listed4(818) 817-6540adviserinfo.sec.gov
Balerion Space VenturesDallasNot listedNot listedNot listed4(312) 802-5639balerionspace.comadviserinfo.sec.gov
Cypress Growth Capital, LLCDallasNot listedNot listedNot listed4(214) 304-7645cypressgrowthcapital.comadviserinfo.sec.gov
DTX VC LLCDallasNot listedNot listedNot listed4(614) 733-4728dtxventures.comadviserinfo.sec.gov
Encap ETF Management, LLCHoustonNot listedNot listedNot listed4(713) 659-6100encapinvestments.comadviserinfo.sec.gov
Geneses Investment Management, LLCHoustonNot listedNot listedNot listed4(713) 240-2609adviserinfo.sec.gov
LFG Manco, LLCAustinNot listedNot listedNot listed4(415) 269-6422adviserinfo.sec.gov
Montgomery Capital AdvisersPlanoNot listedNot listedNot listed4(214) 509-5041mca-texas.comadviserinfo.sec.gov
Omnimed Capital LLCDallasNot listedNot listedNot listed4(972) 701-5400concordeco.comadviserinfo.sec.gov
Pearl Energy Investment Management III, LLCDallasNot listedNot listedNot listed4(214) 308-5230pearl-energy.comadviserinfo.sec.gov
Pearl Energy Investment Management, LLCDallasNot listedNot listedNot listed4(214) 308-5230adviserinfo.sec.gov
Portal VenturesAustinNot listedNot listedNot listed4(410) 303-0329portal.vcadviserinfo.sec.gov
Riverrock Asset Management LLCHoustonNot listed054(713) 375-1300adviserinfo.sec.gov
Traveller Capital Advisors, LLCDallasNot listedNot listedNot listed4(214) 702-5123adviserinfo.sec.gov
Treaty Oak Equity LLCAustinNot listedNot listedNot listed4(512) 980-4575treatyoakequity.comadviserinfo.sec.gov
Arenova Capital LPDallasNot listedNot listedNot listed3(214) 785-1895arenova.comadviserinfo.sec.gov
Clovis Point Capital, LLCHoustonNot listedNot listedNot listed3(713) 966-6731adviserinfo.sec.gov
Dalfort Capital PartnersDallasNot listedNot listedNot listed3(214) 396-8880adviserinfo.sec.gov
Epus Global Energy, LLCFort WorthNot listedNot listedNot listed3(682) 316-8777adviserinfo.sec.gov
Frio Energy PartnersHoustonNot listedNot listedNot listed3(281) 417-9494frioenergypartners.comadviserinfo.sec.gov
Hall Capital Management Company, LLCDallasNot listedNot listedNot listed3(469) 287-6879adviserinfo.sec.gov
Juniper Capital Management, LLCDallasNot listedNot listedNot listed3(214) 489-7230junipercapmgt.comadviserinfo.sec.gov
Leviathan Ventures Management, LLCAustinNot listedNot listedNot listed3(516) 880-5265adviserinfo.sec.gov
Loftyinc CapitalHoustonNot listedNot listedNot listed3(281) 235-2606adviserinfo.sec.gov
Maewyn Capital Partners LLCDallasNot listedNot listedNot listed3(212) 421-7548adviserinfo.sec.gov
Milton Street Capital LLCHoustonNot listedNot listedNot listed3(713) 568-1288adviserinfo.sec.gov
Montrose Lane, LPHoustonNot listedNot listedNot listed3(617) 301-0338adviserinfo.sec.gov
Next Coast LegacyAustinNot listedNot listedNot listed3(512) 370-2242nextcoastlegacy.comadviserinfo.sec.gov
Nxstep Investment Advisors, LPAustinNot listedNot listedNot listed3(512) 289-7798nxstep.comadviserinfo.sec.gov
Plainview Investment Management, L.P.DallasNot listedNot listedNot listed3(214) 225-0219plainviewfunds.comadviserinfo.sec.gov
Redbud Ventures Management, LLCAustinNot listedNot listedNot listed3(310) 890-6791adviserinfo.sec.gov
Rising Phoenix CapitalDallasNot listedNot listedNot listed3(469) 658-0211rising-phoenix.comadviserinfo.sec.gov
Rollins Capital Management, LLCAustinNot listedNot listedNot listed3(737) 224-3260adviserinfo.sec.gov
Roserock Capital Management, LPBryanNot listedNot listedNot listed3(979) 823-8525roserock.coadviserinfo.sec.gov
Sage Road CapitalHoustonNot listedNot listedNot listed3(713) 364-1400sagerc.comadviserinfo.sec.gov
Tapestry VCHoustonNot listedNot listedNot listed3(415) 212-8902crunchbase.comadviserinfo.sec.gov
Trustventures, LLCAustinNot listedNot listedNot listed3(516) 880-5265trustventures.comadviserinfo.sec.gov
Upp Management, LPHoustonNot listed03163(713) 659-3500unitedpp.comadviserinfo.sec.gov
Windmuehle, LLCAustinNot listedNot listedNot listed3(312) 479-5026windmuehlefunds.comadviserinfo.sec.gov
Aec Holdings, L.P.HoustonNot listedNot listedNot listed2(713) 328-1099aecpartners.comadviserinfo.sec.gov
Allied Strategic Partners Management, LPDallasNot listedNot listedNot listed2(217) 220-3163alliedstrategicpartners.comadviserinfo.sec.gov
Amerisource Fund ManagementHoustonNot listedNot listedNot listed2(713) 863-8300adviserinfo.sec.gov
Amr Capital, LLCDallasNot listedNot listedNot listed2(469) 941-4402amr.capitaladviserinfo.sec.gov
BMP II Katydid Management, LLCPlanoNot listedNot listedNot listed2(972) 991-5457adviserinfo.sec.gov
Ca Partners LLCFort WorthNot listedNot listedNot listed2(817) 291-2505capartnersfunds.comadviserinfo.sec.gov
Cartess Investment Partners LLCDallasNot listedNot listedNot listed2(972) 523-6492cartessinvestments.comadviserinfo.sec.gov
Corriente Advisors, LLCFort WorthNot listedNot listedNot listed2(817) 870-0400corrientecapital.comadviserinfo.sec.gov
Cosmos Management LLCAustinNot listedNot listedNot listed2(325) 266-0701adviserinfo.sec.gov
Curative VenturesDallasNot listedNot listedNot listed2(917) 515-8500curativeventures.comadviserinfo.sec.gov
Deloache Capital Fund ManagerDallasNot listedNot listedNot listed2(214) 225-3020deloachecapital.comadviserinfo.sec.gov
Dry Line Partners LLCSan AntonioNot listedNot listedNot listed2(650) 804-1246drylinepartners.comadviserinfo.sec.gov
Embree Capital Markets Group, Inc.GeorgetownNot listedNot listedNot listed2(512) 819-4700embreegroup.comadviserinfo.sec.gov
Embrey Fund Manager, LLCSan AntonioNot listedNot listedNot listed2(210) 824-6044adviserinfo.sec.gov
Explore Capital Management, LLCDallasNot listedNot listedNot listed2(424) 355-9191adviserinfo.sec.gov
Fg1 Partners Advisors, LPDallasNot listedNot listedNot listed2(214) 457-1011adviserinfo.sec.gov
Genesis Capital Advisors, LLCDallasNot listedNot listedNot listed2(972) 960-5963gencappartners.comadviserinfo.sec.gov
Glencoe Limited, L.L.C.AustinNot listedNot listedNot listed2(312) 795-6300glencap.comadviserinfo.sec.gov
Goldcrest Advisory II, LLCDallasNot listedNot listedNot listed2(214) 303-1112goldcrest.comadviserinfo.sec.gov
Gpi Fund Management, LLCMissouri CityNot listedNot listedNot listed2(713) 776-1000adviserinfo.sec.gov
Grey Helm CapitalDallasNot listedNot listedNot listed2(816) 461-9222greyhelmcapital.comadviserinfo.sec.gov
HX Investment Advisor, Inc.HoustonNot listedNot listedNot listed2(310) 425-2172adviserinfo.sec.gov
Hawthorne Street Capital Management Company, LLCDallasNot listedNot listedNot listed2(972) 754-5803adviserinfo.sec.gov
Haywood LaneDallasNot listedNot listedNot listed2(214) 449-1838haywoodlane.comadviserinfo.sec.gov
Junction Energy Capital, LLCHoustonNot listedNot listedNot listed2(713) 449-3992junctioncapitalpartners.comadviserinfo.sec.gov
Kairoi Fund Management, LLCSan AntonioNot listedNot listedNot listed2(210) 817-0072kairoi.comadviserinfo.sec.gov
Kalehua Capital Management LLCDallasNot listedNot listedNot listed2(214) 225-0846kalehuacapital.comadviserinfo.sec.gov
Leo Funds Americas, LLCHurstNot listedNot listedNot listed2(817) 354-1090adviserinfo.sec.gov
Lilium GroupHoustonNot listedNot listedNot listed2(832) 371-6613adviserinfo.sec.gov
Lometa Capital Partners, Inc.Sugar LandNot listedNot listedNot listed2(832) 758-1269lometacapital.comadviserinfo.sec.gov

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.

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