Data / Investment advisers / Texas / Page 4
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.
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
| Adviser | City | AUM | Accounts | Employees | Private funds | Phone | Website | Source |
|---|---|---|---|---|---|---|---|---|
| DFS Advisory | Denton | $156 million | 151 | 6 | Not listed | (940) 297-1474 | distinctfinancialsolutions.com | adviserinfo.sec.gov |
| Phoenix Capital Realty Advisors, LLC | Addison | $155.8 million | 1 | 19 | Not listed | (972) 866-7577 | pcpre.com | adviserinfo.sec.gov |
| Live Oak Wealth Advisory Group, LLC | Houston | $155.5 million | 293 | 5 | Not listed | (281) 822-9200 | adviserinfo.sec.gov | |
| Herndon Plant Oakley LTD | Corpus Christi | $155.4 million | 286 | 3 | Not listed | (361) 888-7611 | hpo.com | adviserinfo.sec.gov |
| Cam Investor Solutions | Austin | $155.4 million | 623 | 3 | Not listed | (720) 575-7775 | adviserinfo.sec.gov | |
| Tectonic Capital Advisors, LLC | Houston | $154.4 million | 48 | 3 | Not listed | (713) 250-4200 | adviserinfo.sec.gov | |
| Uptown Capital Advisors | Dallas | $153.8 million | 250 | 2 | Not listed | (214) 628-9508 | uptowncapital.com | adviserinfo.sec.gov |
| S&S Wealth Management | Grand Prairie | $153.8 million | 790 | 3 | Not listed | (817) 276-8090 | sswmwealth.com | adviserinfo.sec.gov |
| Applewhite & Buys Financial Advisors | Dallas | $153.1 million | 740 | 2 | Not listed | (214) 710-2498 | applewhitefp.com | adviserinfo.sec.gov |
| Portfolio Management, LLC | Austin | $151.9 million | 308 | 3 | Not listed | (512) 222-4035 | portmgmt.com | adviserinfo.sec.gov |
| Integrated Wealth Strategies, LLC | Austin | $151.7 million | 546 | 7 | Not listed | (512) 291-6391 | yelp.com | adviserinfo.sec.gov |
| Purewater Capital, LLC | Fort Worth | $149.5 million | 512 | 5 | Not listed | (817) 416-8680 | purewatercapital.com | adviserinfo.sec.gov |
| Brookline Wealth, LLC | Austin | $149 million | 178 | 6 | Not listed | (512) 222-9169 | brooklinewealth.com | adviserinfo.sec.gov |
| Sonnet, LLC | Spring | $148.4 million | 484 | 4 | Not listed | (281) 404-4346 | sonnetinvest.com | adviserinfo.sec.gov |
| Prestige Wealth Management | Southlake | $148.4 million | 881 | 9 | Not listed | (817) 637-8121 | adviserinfo.sec.gov | |
| Stavis Wealth Transfer Solutions | Houston | $148.1 million | 39 | 6 | Not listed | (713) 391-8200 | staviswealth.com | adviserinfo.sec.gov |
| Awh Capital, L.P. | Dallas | $147.6 million | 1 | 3 | 1 | (214) 462-9100 | awhcapital.com | adviserinfo.sec.gov |
| Chung Wu Investment Group, LLC | Sugar Land | $147.5 million | 215 | 2 | 1 | (281) 203-0069 | cw-investmentgroup.com | adviserinfo.sec.gov |
| Money Managers, Inc. | San Antonio | $146.6 million | 602 | 5 | Not listed | (210) 349-9494 | moneymanagersinctx.com | adviserinfo.sec.gov |
| Lucien Stirling & Gray Advisory Group Inc | Austin | $146.6 million | 574 | 5 | Not listed | (512) 458-2517 | adviserinfo.sec.gov | |
| Fort Advisors Inc | Austin | $146.3 million | 713 | 3 | Not listed | (512) 433-6492 | adviserinfo.sec.gov | |
| Birdrock Wealth | Austin | $146.3 million | 425 | 6 | Not listed | (512) 236-0071 | birdrockwealth.com | adviserinfo.sec.gov |
| Ankerstar Wealth, LLC | Leander | $146.1 million | 881 | 8 | Not listed | (512) 614-0085 | adviserinfo.sec.gov | |
| Mercantile Investment Advisors | Wichita Falls | $146 million | 71 | 3 | Not listed | (940) 723-5565 | adviserinfo.sec.gov | |
| Bfi Wealth Solutions, LLC | Dallas | $145 million | 550 | 1 | Not listed | (469) 646-0429 | adviserinfo.sec.gov | |
| Winnacle Wealth, LLC | Waco | $145 million | 1,264 | 6 | Not listed | (254) 776-8400 | winnaclewealth.com | adviserinfo.sec.gov |
| CSL Capital Management, L.P. | Houston | $144.8 million | 7 | 8 | 7 | (281) 407-0693 | cslenergy.com | adviserinfo.sec.gov |
| Certified Financial Strategies Corporation | Dallas | $144.4 million | 306 | 1 | Not listed | (972) 702-8121 | cfscorp.com | adviserinfo.sec.gov |
| Paladino Wealth | Montgomery | $144.1 million | 160 | 4 | Not listed | (936) 444-2583 | paladinowealth.com | adviserinfo.sec.gov |
| Shelter Wealth Strategies, LLC | Houston | $144.1 million | 38 | 9 | Not listed | (713) 620-8500 | shelterwealth.com | adviserinfo.sec.gov |
| PMG Family Office, LLC | Plano | $144 million | 296 | 2 | Not listed | (214) 550-8790 | adviserinfo.sec.gov | |
| GSV Asset Management, LLC | Dallas | $143.4 million | 7 | 3 | 2 | (646) 256-8233 | adviserinfo.sec.gov | |
| Kopion Asset Management, LLC | McKinney | $142.6 million | 14 | 2 | Not listed | (214) 425-7027 | kopion.com | adviserinfo.sec.gov |
| The Advisors Group | Lubbock | $142.4 million | 542 | 5 | Not listed | (806) 794-3848 | theadvisorsgroup.net | adviserinfo.sec.gov |
| Pivot Point Advisors, LLC | Bellaire | $141.7 million | 305 | 3 | Not listed | (713) 715-7000 | adviserinfo.sec.gov | |
| Stability Partners Advisory Group, LLC | Spring | $140.9 million | 674 | 3 | Not listed | (832) 559-8393 | stabilityfinancialtalk.com | adviserinfo.sec.gov |
| Clear Sky Financial, LP | Prosper | $140.6 million | 298 | 3 | Not listed | (214) 440-3615 | csfplan.com | adviserinfo.sec.gov |
| Flagship Investment Management LLC | Houston | $140 million | 4 | 12 | 2 | (713) 623-6000 | flagshipco.com | adviserinfo.sec.gov |
| Alteris Capital Partners, LLC | Houston | $139.5 million | 302 | 3 | Not listed | (832) 649-8111 | adviserinfo.sec.gov | |
| Teza Capital Management LLC | Austin | $139.5 million | 5 | 90 | 1 | (312) 768-1650 | tezacapital.com | adviserinfo.sec.gov |
| Braeside Investments, LLC | Dallas | $139.4 million | 3 | 3 | 2 | (214) 276-9001 | braesidecapital.com | adviserinfo.sec.gov |
| Cravens Brothers Private Wealth Management LLC | Dallas | $139.3 million | 135 | 2 | Not listed | (214) 234-9503 | cravensbrothers.com | adviserinfo.sec.gov |
| Southpaw CP Manager LP | Dallas | $138.9 million | 4 | 5 | 4 | (917) 837-8846 | adviserinfo.sec.gov | |
| Revere Capital Management LP | Dallas | $138.7 million | 4 | 29 | 2 | (214) 227-9337 | reverecapital.com | adviserinfo.sec.gov |
| TKC Wealth Management LLC | Dallas | $138.6 million | 284 | 6 | Not listed | (214) 389-2000 | tkcadvisors.com | adviserinfo.sec.gov |
| Worth Financial Group Inc. | Dallas | $137.9 million | 189 | 11 | Not listed | (469) 916-4287 | worthfinancialgroup.com | adviserinfo.sec.gov |
| Eubank, Hutson & Associates, LLC | Plano | $137.7 million | 560 | 2 | Not listed | (972) 473-2244 | eubankhutson.com | adviserinfo.sec.gov |
| Strategic Portfolio Solutions, LLC | Dallas | $136.2 million | 393 | 5 | Not listed | (214) 446-4910 | adviserinfo.sec.gov | |
| Paradigm Advisors, LLC | Dallas | $136.1 million | 372 | 4 | Not listed | (214) 756-6066 | paradigmadvisors.com | adviserinfo.sec.gov |
| Allegro Mineral Partners LLC | Houston | $135.3 million | 7 | 17 | 4 | (832) 895-7030 | allegrominerals.com | adviserinfo.sec.gov |
| Fogarty Wealth Management, Inc. | Missouri City | $135.3 million | 339 | 1 | Not listed | (281) 403-1818 | fogartywm.com | adviserinfo.sec.gov |
| Stonebridge Wealth Management, LLC | Frisco | $134.6 million | 127 | 1 | Not listed | (972) 418-2946 | stonebridgewealth.com | adviserinfo.sec.gov |
| Wave Wealth Management, LLC | Frisco | $134.2 million | 447 | 2 | Not listed | (972) 954-4100 | wavewealth.com | adviserinfo.sec.gov |
| Reliance Wealth Management | San Antonio | $134.2 million | 588 | 15 | Not listed | (210) 255-3040 | reliancefinancialpartners.com | adviserinfo.sec.gov |
| Double Eagle Capital Management LP | Southlake | $133.2 million | 3 | 2 | 2 | (972) 869-6880 | doubleeaglecapital.com | adviserinfo.sec.gov |
| Kanos Capital Management, LLC | Houston | $133.2 million | 116 | 3 | Not listed | (713) 807-0200 | kanoscapital.com | adviserinfo.sec.gov |
| Blackgold Capital Management LP | Houston | $133 million | 8 | 4 | 7 | (281) 795-6613 | adviserinfo.sec.gov | |
| Green & Deckert LLC | Lubbock | $132.8 million | 373 | 2 | Not listed | (806) 744-2689 | adviserinfo.sec.gov | |
| Charis Legacy Partners | Bryan | $132.7 million | 244 | 1 | Not listed | (979) 406-7875 | adviserinfo.sec.gov | |
| Ironoak Wealth | Cedar Park | $132.6 million | 606 | 6 | Not listed | (737) 271-9421 | ironoakwealth.com | adviserinfo.sec.gov |
| Usca Asset Management LLC | Houston | $132.1 million | 24 | 6 | 24 | (713) 366-0500 | uscallc.com | adviserinfo.sec.gov |
| PMV Capital Advisers, LLC | Dallas | $132 million | 140 | 4 | Not listed | (972) 850-0146 | adviserinfo.sec.gov | |
| Nexpoint Advisors, L.P. | Dallas | $131.2 million | 4 | 67 | Not listed | (214) 276-6300 | adviserinfo.sec.gov | |
| Equilibria Wealth Management, LLC | Katy | $130.4 million | 205 | 3 | Not listed | (432) 617-7788 | equilibriawealthmanagement.com | adviserinfo.sec.gov |
| Financial Aurora, LLC. | Austin | $130 million | 700 | 2 | Not listed | (512) 213-6400 | financialaurora.com | adviserinfo.sec.gov |
| Broadhurst Financial Advisors, Inc. | Austin | $128.4 million | 259 | 1 | Not listed | (215) 325-1595 | broadhurstfinancial.com | adviserinfo.sec.gov |
| Evolution Investment Management LLC | Austin | $127.5 million | 6 | 4 | 6 | (512) 615-5612 | evolutionim.com | adviserinfo.sec.gov |
| Sage Wealth Planning | Georgetown | $127 million | 415 | 3 | Not listed | (231) 221-2448 | adviserinfo.sec.gov | |
| Personal Money Planning, LLC | Wichita Falls | $126.7 million | 566 | 5 | Not listed | (940) 692-6885 | personalmoneyplanning.com | adviserinfo.sec.gov |
| Shadowridge Asset Management, LLC | Austin | $126.7 million | 870 | 9 | Not listed | (888) 434-1427 | adviserinfo.sec.gov | |
| Artesa Financial Group | Conroe | $126.6 million | 606 | 4 | Not listed | (936) 760-2215 | artesafinancialgroup.com | adviserinfo.sec.gov |
| Kingwood Investment Group | Kingwood | $126.5 million | 439 | 7 | Not listed | (281) 359-7900 | thekig.com | adviserinfo.sec.gov |
| RIA Wealth Advisors, LLC | Round Rock | $126.5 million | 562 | 5 | Not listed | (512) 218-7993 | animascapital.com | adviserinfo.sec.gov |
| Trinity Investment Management, LLC | Fort Worth | $126.2 million | 96 | 5 | 1 | (817) 874-2700 | trinity-invest.com | adviserinfo.sec.gov |
| Integrity Road Wealth Partners LLC | Houston | $126 million | 294 | 3 | Not listed | (832) 585-8699 | integrityroadwealth.com | adviserinfo.sec.gov |
| The Gardner Group | Dallas | $125.3 million | 367 | 1 | Not listed | (214) 706-4369 | gardnergrp.com | adviserinfo.sec.gov |
| Masterpiece Capital, LLC | Austin | $124.9 million | 86 | 4 | Not listed | (512) 472-9033 | adviserinfo.sec.gov | |
| Emergent Capital Advisors, LLC | Houston | $124.1 million | 1 | 4 | 1 | (713) 965-0371 | ecagp.com | adviserinfo.sec.gov |
| Encompass Advisory Services, LLC | Katy | $121.3 million | 1,007 | 14 | Not listed | (281) 371-6300 | adviserinfo.sec.gov | |
| Leder Fiduciary Capital LLC | Bellaire | $120.6 million | 143 | 1 | Not listed | (713) 870-9516 | lederfidcap.com | adviserinfo.sec.gov |
| GFN Capital Management | Richardson | $120.1 million | 384 | 5 | Not listed | (972) 385-0007 | glazerfinancial.com | adviserinfo.sec.gov |
| MTR Financial Services, LLC | Kingwood | $119.9 million | 340 | 1 | Not listed | (281) 913-1844 | adviserinfo.sec.gov | |
| Lone Star Investment Advisors, LLC | Dallas | $119.9 million | 3 | 4 | 3 | (972) 702-7390 | adviserinfo.sec.gov | |
| Redfish Capital | Cypress | $119 million | 170 | 4 | Not listed | (281) 256-3100 | redfish-cap.com | adviserinfo.sec.gov |
| LD Lowe Wealth Advisory | Richardson | $118.8 million | 677 | 8 | Not listed | (972) 335-2523 | adviserinfo.sec.gov | |
| Texas Financial Advisory | San Antonio | $117.9 million | 633 | 7 | Not listed | (210) 530-1292 | adviserinfo.sec.gov | |
| Integra Wealth Advisors, LLC | Houston | $117.3 million | 185 | 3 | Not listed | (713) 966-6156 | integrawealthadvisors.com | adviserinfo.sec.gov |
| Moffatt Financial Strategies | Fort Worth | $117.1 million | 181 | 6 | Not listed | (682) 747-0134 | adviserinfo.sec.gov | |
| Murray Securities, Inc. | Tyler | $116.6 million | 49 | 4 | Not listed | (903) 561-5588 | murraysecuritiesinc.com | adviserinfo.sec.gov |
| Pathway Wealth Management, LLC | Dallas | $116 million | 96 | 1 | Not listed | (972) 863-7671 | adviserinfo.sec.gov | |
| Modern Financial Planning | Georgetown | $116 million | 305 | 2 | Not listed | (510) 519-7009 | modernfp.com | adviserinfo.sec.gov |
| Third Gear Capital Management LP | Houston | $115.7 million | 4 | 3 | 1 | (346) 440-0719 | thirdgearinvestments.com | adviserinfo.sec.gov |
| LRH Capital Advising LLC | Dallas | $113.9 million | 1 | 1 | 1 | (214) 680-1261 | adviserinfo.sec.gov | |
| Finamex Asset Management, LLC | Houston | $113.9 million | 190 | 4 | Not listed | (713) 589-7121 | adviserinfo.sec.gov | |
| Eagle Financial Advisors, LLC | Frisco | $113.1 million | 421 | 9 | Not listed | (800) 994-1317 | eaglefinancialadvisors.net | adviserinfo.sec.gov |
| Ask Capital Investment Managers | Amarillo | $110.4 million | 151 | 2 | Not listed | (806) 322-7526 | adviserinfo.sec.gov | |
| Piccolo Investment Consulting, LLC | Denton | $110 million | 196 | 2 | Not listed | (940) 215-0101 | picinvesting.com | adviserinfo.sec.gov |
| Grace Capital Management, LLC | Austin | $108.7 million | 270 | 5 | Not listed | (512) 485-1800 | grace-cap.com | adviserinfo.sec.gov |
| Double Eagle Wealth Management LLC | Dallas | $108.6 million | 359 | 2 | Not listed | (214) 814-4978 | adviserinfo.sec.gov | |
| Panteles Advisors | Argyle | $108.2 million | 106 | 4 | Not listed | (940) 239-8042 | adviserinfo.sec.gov | |
| Turner Capital Investments, LLC | Austin | $107.2 million | 337 | 4 | Not listed | (855) 678-8200 | turnercapitalinvestments.com | adviserinfo.sec.gov |
| Birnam Wood Capital, LLC | Dallas | $106.1 million | 54 | 2 | Not listed | (214) 935-3707 | birnamwood-capital.com | adviserinfo.sec.gov |
| Ormonde Investment Management, LLC | Dallas | $105.3 million | 3 | 2 | Not listed | (833) 689-6003 | ormondeinvestments.com | adviserinfo.sec.gov |
| Legacy Chief Financial Office, LLC | Shenandoah | $105.1 million | 336 | 3 | Not listed | (832) 510-9099 | legacycfo.com | adviserinfo.sec.gov |
| Catalyst Wealth Management LLC | Houston | $105 million | 9,549 | 32 | Not listed | (832) 657-7735 | catalystfg.com | adviserinfo.sec.gov |
| Pabrai Wagons Advisors | West Lake Hills | $104 million | 1 | 5 | Not listed | (512) 999-7110 | adviserinfo.sec.gov | |
| Ironhorn Advisors LLC | Austin | $103 million | 25 | 4 | Not listed | (512) 584-9606 | ironhorn.com | adviserinfo.sec.gov |
| Brazos Capital | Austin | $102.5 million | 172 | 3 | Not listed | (512) 827-0826 | brazoscapitalgroup.com | adviserinfo.sec.gov |
| Republic Square | Austin | $102.4 million | 6 | 9 | 6 | (512) 900-2646 | repsquare.com | adviserinfo.sec.gov |
| A Sling & a Stone, Incorporated | Burnet | $102.1 million | 445 | 4 | 1 | (512) 553-5151 | investorsadv.com | adviserinfo.sec.gov |
| Endurance Financial Planning, LLC | McAllen | $101.8 million | 1,364 | 4 | Not listed | (956) 630-7231 | adviserinfo.sec.gov | |
| Westmont Advisory, LLC | Flower Mound | $100 million | 7 | 2 | Not listed | (214) 433-7354 | westmontadvisory.co | adviserinfo.sec.gov |
| CAZ GP Stakes Adviser LLC | Houston | $99 million | 1 | 83 | Not listed | (713) 403-8250 | adviserinfo.sec.gov | |
| Lemnis Capital | Richardson | $97.9 million | 352 | 13 | Not listed | (972) 928-6196 | adviserinfo.sec.gov | |
| Box Financial Advisors, LLC | Grapevine | $96.9 million | 932 | 4 | 1 | (817) 865-1811 | adviserinfo.sec.gov | |
| Nexpoint Insurance Solutions, L.P. | Dallas | $95.7 million | 6 | 4 | Not listed | (214) 276-6300 | adviserinfo.sec.gov | |
| Basa Advisors | Dallas | $95.7 million | 1 | 14 | 1 | (214) 559-4200 | basaresources.com | adviserinfo.sec.gov |
| Burke Wealth Management, LLC | Houston | $95.2 million | 128 | 3 | Not listed | (713) 933-5402 | burkewealthmanagement.com | adviserinfo.sec.gov |
| Abraham Trading Company | Canadian | $94.9 million | 1 | 7 | Not listed | (806) 323-8000 | adviserinfo.sec.gov | |
| Saddock Wealth, LLC | Dallas | $94.3 million | 93 | 9 | Not listed | (972) 437-5201 | saddockwealth.com | adviserinfo.sec.gov |
| Empiric Advisors, Inc. | Austin | $64.7 million | 42 | 3 | Not listed | (512) 328-9321 | empiricfunds.com | adviserinfo.sec.gov |
| Longhorn Capital Partners, L.P. | Fort Worth | $63.6 million | 2 | 2 | Not listed | (646) 207-1743 | adviserinfo.sec.gov | |
| Salient Advisors, L.P. | Dallas | $61.8 million | 1 | 95 | Not listed | (214) 756-6900 | westwoodfunds.com | adviserinfo.sec.gov |
| Ranger Alternative Management, L.P. | Dallas | $54.5 million | 1 | 11 | Not listed | (214) 871-5200 | rangerequitybear.com | adviserinfo.sec.gov |
| Family Dynasty Advisors LLC | Lubbock | $52.3 million | 199 | 3 | Not listed | (806) 993-7023 | familydynastyadvisors.com | adviserinfo.sec.gov |
| Southwestern Money Management LLC | San Antonio | $48.3 million | 19 | 3 | Not listed | (210) 344-3400 | southwesternmoney.com | adviserinfo.sec.gov |
| Tabernacle Equity Management LLC | Southlake | $41.5 million | 1 | 8 | 1 | (817) 898-1500 | tabernacleequity.com | adviserinfo.sec.gov |
| II Technology, LLC | Austin | $40.5 million | 30 | 2 | Not listed | (512) 730-1015 | ii.technology | adviserinfo.sec.gov |
| Days Global Advisors | Houston | $40 million | 2 | 1 | 1 | (833) 551-0417 | daysadvisors.com | adviserinfo.sec.gov |
| Acruence Capital, LLC | Dallas | $37.4 million | 1 | 1 | Not listed | (833) 653-6400 | acruence.com | adviserinfo.sec.gov |
| Gavltd International Corporation | El Paso | $34.3 million | 9 | 2 | Not listed | (915) 833-2971 | adviserinfo.sec.gov | |
| Sarmaya Partners, LLC | San Antonio | $33 million | 1 | 6 | Not listed | (303) 520-2419 | sarmayapartners.com | adviserinfo.sec.gov |
| Nexadvisors, LLC | Dallas | $26.1 million | 6 | 4 | Not listed | (214) 550-8350 | adviserinfo.sec.gov | |
| Cumberland Hill Capital Management LLC | Dallas | $18.2 million | 1 | 2 | 1 | (214) 855-5335 | ironwoodfunding.com | adviserinfo.sec.gov |
| Save Advisers LLC | Houston | $15.5 million | 312 | 7 | Not listed | (254) 284-7283 | joinsave.com | adviserinfo.sec.gov |
| Advisors Crypto, Inc. | Austin | $11.2 million | 74 | 2 | Not listed | (512) 346-8000 | advisorscrypto.com | adviserinfo.sec.gov |
| Everkey Financial LLC | Katy | $10.6 million | 2 | 1 | Not listed | (713) 382-1880 | adviserinfo.sec.gov | |
| Empiric Institutional | Austin | $9.9 million | 12 | 4 | Not listed | (512) 583-0160 | empiricinstitutional.com | adviserinfo.sec.gov |
| Sanjac Alpha LP | Houston | $9.6 million | 2 | 5 | Not listed | (713) 579-3943 | sanjacalpha.com | adviserinfo.sec.gov |
| Precept Management, LLC | Dallas | $5.4 million | 3 | 3 | 3 | (214) 880-7444 | preceptfund.com | adviserinfo.sec.gov |
| Clairalpha Advisors LLC | Frisco | $3.7 million | 21 | 1 | Not listed | (713) 364-3839 | clairalpha.com | adviserinfo.sec.gov |
| Founder Etfs LLC | Dallas | $2.9 million | 1 | 1 | Not listed | (917) 385-0195 | adviserinfo.sec.gov | |
| Branson Fowlkes Russell Inc | Houston | $1.6 million | 1 | 6 | Not listed | (713) 780-0606 | bransonfowlkes.com | adviserinfo.sec.gov |
| Bbae Advisors LLC | Plano | $1.2 million | 148 | 3 | Not listed | (972) 618-0043 | bbae.com | adviserinfo.sec.gov |
| Puthouse | Austin | $973,828 | 10 | 4 | Not listed | (510) 626-0372 | adviserinfo.sec.gov | |
| Simplevisor | Houston | $928,433 | 15 | 2 | Not listed | (281) 501-1791 | simpleadvisor.com | adviserinfo.sec.gov |
| Fortuna Funds, LLC | Dallas | $915,035 | 1 | 2 | Not listed | (214) 228-5229 | fortunafunds.com | adviserinfo.sec.gov |
| Fundify Advisors LLC | Austin | $888,512 | 9,393 | 3 | Not listed | (512) 645-1010 | fundify.com | adviserinfo.sec.gov |
| Unifimoney RIA | Austin | $314,000 | 463 | 5 | Not listed | (415) 964-5877 | adviserinfo.sec.gov | |
| L & B Realty Advisors, LLP | Dallas | $218,557 | 1 | 70 | Not listed | (214) 989-0800 | lbrealty.com | adviserinfo.sec.gov |
| Binvesting | Houston | $52,430 | 6 | 26 | Not listed | (713) 980-4690 | binvesting.us | adviserinfo.sec.gov |
| Rewbix | Austin | $20,000 | 5 | 1 | Not listed | (650) 309-9099 | rewbix.com | adviserinfo.sec.gov |
| Nestvst | Sugar Land | $7,067 | 5 | 4 | Not listed | (832) 592-1760 | wealthdoor.com | adviserinfo.sec.gov |
| Fivancial Advisors, Inc. | Dallas | $925 | 96 | 1 | Not listed | (855) 568-3275 | banksocial.io | adviserinfo.sec.gov |
| Vestie | Dallas | $125 | 2 | 1 | Not listed | (903) 910-3003 | adviserinfo.sec.gov | |
| Alka Partners, LLC | Farmers Branch | $2 | 1 | 1 | Not listed | (650) 704-9297 | adviserinfo.sec.gov | |
| The Launch Partnership, LLC | Austin | Not listed | Not listed | Not listed | 219 | (415) 319-8244 | jasonssyndicate.com | adviserinfo.sec.gov |
| Life Investors Management Company, LP | Southlake | Not listed | Not listed | Not listed | 133 | (817) 575-9553 | adviserinfo.sec.gov | |
| Ehrenberg Chesler Investment Advisors LLC | San Antonio | Not listed | Not listed | Not listed | 62 | (210) 472-1103 | adviserinfo.sec.gov | |
| Learn Capital | Austin | Not listed | Not listed | Not listed | 54 | (415) 370-1100 | adviserinfo.sec.gov | |
| Mercury Fund | Houston | Not listed | Not listed | Not listed | 45 | (713) 715-6820 | mercuryfund.com | adviserinfo.sec.gov |
| Sagestreet | Houston | Not listed | Not listed | Not listed | 44 | (713) 221-3751 | sagestreet.com | adviserinfo.sec.gov |
| LFG Capital Management LLC | Dallas | Not listed | Not listed | Not listed | 38 | (847) 309-5603 | lfg.vc | adviserinfo.sec.gov |
| BSV Special Entity Management | Dallas | Not listed | Not listed | Not listed | 37 | (312) 802-5639 | adviserinfo.sec.gov | |
| 922 Ventures | Houston | Not listed | Not listed | Not listed | 28 | (650) 308-8198 | adviserinfo.sec.gov | |
| Valedor Partners | Houston | Not listed | Not listed | Not listed | 28 | (281) 896-0270 | valedorpartners.com | adviserinfo.sec.gov |
| Encap Investments L.P. | Houston | Not listed | Not listed | Not listed | 25 | (713) 659-6100 | encapinvestments.com | adviserinfo.sec.gov |
| BFV Management LLC | Austin | Not listed | Not listed | Not listed | 22 | (210) 920-4715 | brandfoundryvc.com | adviserinfo.sec.gov |
| Goldcrest Advisory, LLC | Dallas | Not listed | Not listed | Not listed | 21 | (214) 303-1112 | goldcrest.com | adviserinfo.sec.gov |
| Black Knight Alternative Investments, LLC | Frisco | Not listed | Not listed | Not listed | 19 | (972) 786-6527 | adviserinfo.sec.gov | |
| Trust Ventures Capital, LLC | Austin | Not listed | Not listed | Not listed | 19 | (513) 436-3343 | adviserinfo.sec.gov | |
| Covemark Investment Manager LLC | Dallas | Not listed | Not listed | Not listed | 18 | (972) 984-0342 | adviserinfo.sec.gov | |
| Muckerlab, LLC | Austin | Not listed | Not listed | Not listed | 18 | (415) 484-2547 | muckercapital.com | adviserinfo.sec.gov |
| Leggett Ventures | Houston | Not listed | Not listed | Not listed | 17 | (832) 804-8301 | adviserinfo.sec.gov | |
| Overmatch Ventures Management LLC | Austin | Not listed | Not listed | Not listed | 17 | (626) 862-8859 | overmatch.vc | adviserinfo.sec.gov |
| Eckuity LLC | Cypress | Not listed | Not listed | Not listed | 15 | (607) 227-5080 | eckuity.com | adviserinfo.sec.gov |
| Springdale Ventures | Austin | Not listed | Not listed | Not listed | 14 | (512) 905-4223 | springdaleventures.com | adviserinfo.sec.gov |
| Verdure Capital Managment, LLC | Austin | Not listed | Not listed | Not listed | 14 | (415) 322-8192 | verdure.vc | adviserinfo.sec.gov |
| WM Capital Partners, LLC | Austin | Not listed | Not listed | Not listed | 13 | (212) 584-6170 | wmcapitalpartners.com | adviserinfo.sec.gov |
| Post Oak Energy Capital, LP | Houston | Not listed | Not listed | Not listed | 12 | (713) 571-9393 | postoakenergy.com | adviserinfo.sec.gov |
| 1802 Ventures GP LLC | Austin | Not listed | Not listed | Not listed | 11 | +971585791019 | adviserinfo.sec.gov | |
| Dallas Venture Capital | Southlake | Not listed | Not listed | Not listed | 11 | (214) 763-8383 | dallasvc.com | adviserinfo.sec.gov |
| Fannin Advisory, LLC | Houston | Not listed | Not listed | Not listed | 11 | (713) 966-5826 | adviserinfo.sec.gov | |
| McCaslin Barrow Henderson, LLC | Dallas | Not listed | Not listed | Not listed | 11 | (214) 445-6000 | mh-cap.com | adviserinfo.sec.gov |
| Ridgepeak Partners | Austin | Not listed | Not listed | Not listed | 11 | (314) 954-2301 | adviserinfo.sec.gov | |
| Bull & Bear, LP | Houston | Not listed | Not listed | Not listed | 10 | (847) 881-6435 | bull-bear.com | adviserinfo.sec.gov |
| Entourage Effect Capital, LLC | Dallas | Not listed | Not listed | Not listed | 10 | (469) 421-7049 | entourageeffect.com | adviserinfo.sec.gov |
| Silverton Management, L.L.C. | Austin | Not listed | Not listed | Not listed | 10 | (512) 704-6122 | adviserinfo.sec.gov | |
| Black Saddle Capital Partners LLC | Dallas | Not listed | Not listed | Not listed | 9 | (972) 755-9308 | adviserinfo.sec.gov | |
| GVM Advisors LLC | Austin | Not listed | Not listed | Not listed | 9 | (512) 524-3601 | gatecapventures.com | adviserinfo.sec.gov |
| Ifly Management, LLC | Austin | Not listed | Not listed | Not listed | 9 | (215) 527-2547 | ifly.vc | adviserinfo.sec.gov |
| Kamerra Holdings, LLC | Austin | Not listed | Not listed | Not listed | 9 | (512) 553-8187 | kamerracap.com | adviserinfo.sec.gov |
| Liveoak Management Services, LLC | Austin | Not listed | Not listed | Not listed | 9 | (512) 498-4900 | adviserinfo.sec.gov | |
| Modi Venture Capital Management LLC | Sugar Land | Not listed | Not listed | Not listed | 9 | (650) 200-0175 | adviserinfo.sec.gov | |
| Sante Ventures | Austin | Not listed | Not listed | Not listed | 9 | (512) 721-1200 | sante.com | adviserinfo.sec.gov |
| Carrollton Mineral Partners GP, LP | Dallas | Not listed | Not listed | Not listed | 8 | (214) 269-1055 | carres.com | adviserinfo.sec.gov |
| Crockett Capital LLC | Dallas | Not listed | Not listed | Not listed | 8 | (317) 292-8844 | crockett-capital.com | adviserinfo.sec.gov |
| Eagle Capital International, LLC | Fort Worth | Not listed | Not listed | Not listed | 8 | (443) 203-8014 | adviserinfo.sec.gov | |
| LP First Capital LLC | Austin | Not listed | Not listed | Not listed | 8 | (512) 826-7355 | adviserinfo.sec.gov | |
| Quake Capital | Austin | Not listed | Not listed | Not listed | 8 | (737) 317-2313 | crunchbase.com | adviserinfo.sec.gov |
| Waco Ventures Management OPCO, LP | Waco | Not listed | Not listed | Not listed | 8 | (214) 683-8007 | waveventures.com | adviserinfo.sec.gov |
| Berch Capital LLC | Austin | Not listed | Not listed | Not listed | 7 | (512) 426-8018 | berchcapital.com | adviserinfo.sec.gov |
| Broadvail Capital Partners, LLC | Houston | Not listed | Not listed | Not listed | 7 | (713) 766-9994 | broadvail.com | adviserinfo.sec.gov |
| Carnelian Energy Capital Management, LP | Houston | Not listed | Not listed | Not listed | 7 | (713) 322-7310 | carnelianenergy.com | adviserinfo.sec.gov |
| Council Oaks Partners, LLC | Austin | Not listed | Not listed | Not listed | 7 | (512) 923-5370 | counciloaks.com | adviserinfo.sec.gov |
| Eldon Pass | Boerne | Not listed | Not listed | Not listed | 7 | (210) 667-0942 | adviserinfo.sec.gov | |
| Ironspring, LLC | Austin | Not listed | Not listed | Not listed | 7 | (903) 407-9092 | ironspring.com | adviserinfo.sec.gov |
| Next Coast Ventures, LLC | Austin | Not listed | Not listed | Not listed | 7 | (512) 370-2242 | nextcoastventures.com | adviserinfo.sec.gov |
| Raido Capital | Austin | Not listed | Not listed | Not listed | 7 | (512) 710-5594 | raido.capital | adviserinfo.sec.gov |
| SHD Management, LLC | Dallas | Not listed | Not listed | Not listed | 7 | (214) 303-1540 | shdpartners.com | adviserinfo.sec.gov |
| Siltstone Capital, LLC | Houston | Not listed | Not listed | Not listed | 7 | (713) 375-9200 | adviserinfo.sec.gov | |
| Spindletop Capital Management, LLC | Austin | Not listed | Not listed | Not listed | 7 | (512) 961-4633 | spindletopcapital.com | adviserinfo.sec.gov |
| Ttfcm LLC | Plano | Not listed | Not listed | Not listed | 7 | (214) 713-4469 | adviserinfo.sec.gov | |
| Viewside Capital Partners LP | Dallas | Not listed | Not listed | Not listed | 7 | (214) 865-8078 | viewsidecapital.com | adviserinfo.sec.gov |
| Virgo Capital | Austin | Not listed | Not listed | Not listed | 7 | (512) 215-4102 | adviserinfo.sec.gov | |
| Active Venture Partners, LLC | San Antonio | Not listed | Not listed | Not listed | 6 | (703) 338-3600 | adviserinfo.sec.gov | |
| Congruent Investment Partners, LLC | Dallas | Not listed | Not listed | Not listed | 6 | (214) 760-7411 | congruentinv.com | adviserinfo.sec.gov |
| Drover Management, LLC | Dallas | Not listed | Not listed | Not listed | 6 | (469) 644-5272 | droverventures.com | adviserinfo.sec.gov |
| Ensemble VC Management, LLC | Austin | Not listed | Not listed | Not listed | 6 | (267) 702-0062 | ensemble.vc | adviserinfo.sec.gov |
| LDR Partners LP | Houston | Not listed | Not listed | Not listed | 6 | (832) 982-6552 | ldrgp.com | adviserinfo.sec.gov |
| Latitude 37 Ventures LLC | Houston | Not listed | Not listed | Not listed | 6 | (713) 818-5539 | l37.vc | adviserinfo.sec.gov |
| Scout VC, LLC | Austin | Not listed | Not listed | Not listed | 6 | (917) 656-5665 | scout.vc | adviserinfo.sec.gov |
| Teakwood Capital | Coppell | Not listed | Not listed | Not listed | 6 | (214) 865-9404 | adviserinfo.sec.gov | |
| Aspect Acquisition Management | Dallas | Not listed | Not listed | Not listed | 5 | (214) 871-8635 | adviserinfo.sec.gov | |
| Cardinal CSP Investments GP, Inc. | Dallas | Not listed | Not listed | Not listed | 5 | (214) 360-1835 | adviserinfo.sec.gov | |
| Chimney Rock Equity Partners | Austin | Not listed | Not listed | Not listed | 5 | (512) 553-5700 | adviserinfo.sec.gov | |
| Ec Management Services, LLC | Austin | Not listed | Not listed | Not listed | 5 | (512) 651-2109 | escalatecapital.com | adviserinfo.sec.gov |
| Goff Focused Strategies LLC | Fort Worth | Not listed | Not listed | Not listed | 5 | (817) 509-3964 | adviserinfo.sec.gov | |
| Lantern Capital Partners, L.P. | Dallas | Not listed | Not listed | Not listed | 5 | (469) 942-8342 | lanternam.com | adviserinfo.sec.gov |
| Next Ventures | Austin | Not listed | Not listed | Not listed | 5 | (650) 451-2888 | adviserinfo.sec.gov | |
| Western Research and Management, L.L.C. | Fort Worth | Not listed | Not listed | Not listed | 5 | (817) 877-9980 | western-companies.com | adviserinfo.sec.gov |
| Afi Capital Partners LLC | Austin | Not listed | Not listed | Not listed | 4 | (818) 817-6540 | adviserinfo.sec.gov | |
| Balerion Space Ventures | Dallas | Not listed | Not listed | Not listed | 4 | (312) 802-5639 | balerionspace.com | adviserinfo.sec.gov |
| Cypress Growth Capital, LLC | Dallas | Not listed | Not listed | Not listed | 4 | (214) 304-7645 | cypressgrowthcapital.com | adviserinfo.sec.gov |
| DTX VC LLC | Dallas | Not listed | Not listed | Not listed | 4 | (614) 733-4728 | dtxventures.com | adviserinfo.sec.gov |
| Encap ETF Management, LLC | Houston | Not listed | Not listed | Not listed | 4 | (713) 659-6100 | encapinvestments.com | adviserinfo.sec.gov |
| Geneses Investment Management, LLC | Houston | Not listed | Not listed | Not listed | 4 | (713) 240-2609 | adviserinfo.sec.gov | |
| LFG Manco, LLC | Austin | Not listed | Not listed | Not listed | 4 | (415) 269-6422 | adviserinfo.sec.gov | |
| Montgomery Capital Advisers | Plano | Not listed | Not listed | Not listed | 4 | (214) 509-5041 | mca-texas.com | adviserinfo.sec.gov |
| Omnimed Capital LLC | Dallas | Not listed | Not listed | Not listed | 4 | (972) 701-5400 | concordeco.com | adviserinfo.sec.gov |
| Pearl Energy Investment Management III, LLC | Dallas | Not listed | Not listed | Not listed | 4 | (214) 308-5230 | pearl-energy.com | adviserinfo.sec.gov |
| Pearl Energy Investment Management, LLC | Dallas | Not listed | Not listed | Not listed | 4 | (214) 308-5230 | adviserinfo.sec.gov | |
| Portal Ventures | Austin | Not listed | Not listed | Not listed | 4 | (410) 303-0329 | portal.vc | adviserinfo.sec.gov |
| Riverrock Asset Management LLC | Houston | Not listed | 0 | 5 | 4 | (713) 375-1300 | adviserinfo.sec.gov | |
| Traveller Capital Advisors, LLC | Dallas | Not listed | Not listed | Not listed | 4 | (214) 702-5123 | adviserinfo.sec.gov | |
| Treaty Oak Equity LLC | Austin | Not listed | Not listed | Not listed | 4 | (512) 980-4575 | treatyoakequity.com | adviserinfo.sec.gov |
| Arenova Capital LP | Dallas | Not listed | Not listed | Not listed | 3 | (214) 785-1895 | arenova.com | adviserinfo.sec.gov |
| Clovis Point Capital, LLC | Houston | Not listed | Not listed | Not listed | 3 | (713) 966-6731 | adviserinfo.sec.gov | |
| Dalfort Capital Partners | Dallas | Not listed | Not listed | Not listed | 3 | (214) 396-8880 | adviserinfo.sec.gov | |
| Epus Global Energy, LLC | Fort Worth | Not listed | Not listed | Not listed | 3 | (682) 316-8777 | adviserinfo.sec.gov | |
| Frio Energy Partners | Houston | Not listed | Not listed | Not listed | 3 | (281) 417-9494 | frioenergypartners.com | adviserinfo.sec.gov |
| Hall Capital Management Company, LLC | Dallas | Not listed | Not listed | Not listed | 3 | (469) 287-6879 | adviserinfo.sec.gov | |
| Juniper Capital Management, LLC | Dallas | Not listed | Not listed | Not listed | 3 | (214) 489-7230 | junipercapmgt.com | adviserinfo.sec.gov |
| Leviathan Ventures Management, LLC | Austin | Not listed | Not listed | Not listed | 3 | (516) 880-5265 | adviserinfo.sec.gov | |
| Loftyinc Capital | Houston | Not listed | Not listed | Not listed | 3 | (281) 235-2606 | adviserinfo.sec.gov | |
| Maewyn Capital Partners LLC | Dallas | Not listed | Not listed | Not listed | 3 | (212) 421-7548 | adviserinfo.sec.gov | |
| Milton Street Capital LLC | Houston | Not listed | Not listed | Not listed | 3 | (713) 568-1288 | adviserinfo.sec.gov | |
| Montrose Lane, LP | Houston | Not listed | Not listed | Not listed | 3 | (617) 301-0338 | adviserinfo.sec.gov | |
| Next Coast Legacy | Austin | Not listed | Not listed | Not listed | 3 | (512) 370-2242 | nextcoastlegacy.com | adviserinfo.sec.gov |
| Nxstep Investment Advisors, LP | Austin | Not listed | Not listed | Not listed | 3 | (512) 289-7798 | nxstep.com | adviserinfo.sec.gov |
| Plainview Investment Management, L.P. | Dallas | Not listed | Not listed | Not listed | 3 | (214) 225-0219 | plainviewfunds.com | adviserinfo.sec.gov |
| Redbud Ventures Management, LLC | Austin | Not listed | Not listed | Not listed | 3 | (310) 890-6791 | adviserinfo.sec.gov | |
| Rising Phoenix Capital | Dallas | Not listed | Not listed | Not listed | 3 | (469) 658-0211 | rising-phoenix.com | adviserinfo.sec.gov |
| Rollins Capital Management, LLC | Austin | Not listed | Not listed | Not listed | 3 | (737) 224-3260 | adviserinfo.sec.gov | |
| Roserock Capital Management, LP | Bryan | Not listed | Not listed | Not listed | 3 | (979) 823-8525 | roserock.co | adviserinfo.sec.gov |
| Sage Road Capital | Houston | Not listed | Not listed | Not listed | 3 | (713) 364-1400 | sagerc.com | adviserinfo.sec.gov |
| Tapestry VC | Houston | Not listed | Not listed | Not listed | 3 | (415) 212-8902 | crunchbase.com | adviserinfo.sec.gov |
| Trustventures, LLC | Austin | Not listed | Not listed | Not listed | 3 | (516) 880-5265 | trustventures.com | adviserinfo.sec.gov |
| Upp Management, LP | Houston | Not listed | 0 | 316 | 3 | (713) 659-3500 | unitedpp.com | adviserinfo.sec.gov |
| Windmuehle, LLC | Austin | Not listed | Not listed | Not listed | 3 | (312) 479-5026 | windmuehlefunds.com | adviserinfo.sec.gov |
| Aec Holdings, L.P. | Houston | Not listed | Not listed | Not listed | 2 | (713) 328-1099 | aecpartners.com | adviserinfo.sec.gov |
| Allied Strategic Partners Management, LP | Dallas | Not listed | Not listed | Not listed | 2 | (217) 220-3163 | alliedstrategicpartners.com | adviserinfo.sec.gov |
| Amerisource Fund Management | Houston | Not listed | Not listed | Not listed | 2 | (713) 863-8300 | adviserinfo.sec.gov | |
| Amr Capital, LLC | Dallas | Not listed | Not listed | Not listed | 2 | (469) 941-4402 | amr.capital | adviserinfo.sec.gov |
| BMP II Katydid Management, LLC | Plano | Not listed | Not listed | Not listed | 2 | (972) 991-5457 | adviserinfo.sec.gov | |
| Ca Partners LLC | Fort Worth | Not listed | Not listed | Not listed | 2 | (817) 291-2505 | capartnersfunds.com | adviserinfo.sec.gov |
| Cartess Investment Partners LLC | Dallas | Not listed | Not listed | Not listed | 2 | (972) 523-6492 | cartessinvestments.com | adviserinfo.sec.gov |
| Corriente Advisors, LLC | Fort Worth | Not listed | Not listed | Not listed | 2 | (817) 870-0400 | corrientecapital.com | adviserinfo.sec.gov |
| Cosmos Management LLC | Austin | Not listed | Not listed | Not listed | 2 | (325) 266-0701 | adviserinfo.sec.gov | |
| Curative Ventures | Dallas | Not listed | Not listed | Not listed | 2 | (917) 515-8500 | curativeventures.com | adviserinfo.sec.gov |
| Deloache Capital Fund Manager | Dallas | Not listed | Not listed | Not listed | 2 | (214) 225-3020 | deloachecapital.com | adviserinfo.sec.gov |
| Dry Line Partners LLC | San Antonio | Not listed | Not listed | Not listed | 2 | (650) 804-1246 | drylinepartners.com | adviserinfo.sec.gov |
| Embree Capital Markets Group, Inc. | Georgetown | Not listed | Not listed | Not listed | 2 | (512) 819-4700 | embreegroup.com | adviserinfo.sec.gov |
| Embrey Fund Manager, LLC | San Antonio | Not listed | Not listed | Not listed | 2 | (210) 824-6044 | adviserinfo.sec.gov | |
| Explore Capital Management, LLC | Dallas | Not listed | Not listed | Not listed | 2 | (424) 355-9191 | adviserinfo.sec.gov | |
| Fg1 Partners Advisors, LP | Dallas | Not listed | Not listed | Not listed | 2 | (214) 457-1011 | adviserinfo.sec.gov | |
| Genesis Capital Advisors, LLC | Dallas | Not listed | Not listed | Not listed | 2 | (972) 960-5963 | gencappartners.com | adviserinfo.sec.gov |
| Glencoe Limited, L.L.C. | Austin | Not listed | Not listed | Not listed | 2 | (312) 795-6300 | glencap.com | adviserinfo.sec.gov |
| Goldcrest Advisory II, LLC | Dallas | Not listed | Not listed | Not listed | 2 | (214) 303-1112 | goldcrest.com | adviserinfo.sec.gov |
| Gpi Fund Management, LLC | Missouri City | Not listed | Not listed | Not listed | 2 | (713) 776-1000 | adviserinfo.sec.gov | |
| Grey Helm Capital | Dallas | Not listed | Not listed | Not listed | 2 | (816) 461-9222 | greyhelmcapital.com | adviserinfo.sec.gov |
| HX Investment Advisor, Inc. | Houston | Not listed | Not listed | Not listed | 2 | (310) 425-2172 | adviserinfo.sec.gov | |
| Hawthorne Street Capital Management Company, LLC | Dallas | Not listed | Not listed | Not listed | 2 | (972) 754-5803 | adviserinfo.sec.gov | |
| Haywood Lane | Dallas | Not listed | Not listed | Not listed | 2 | (214) 449-1838 | haywoodlane.com | adviserinfo.sec.gov |
| Junction Energy Capital, LLC | Houston | Not listed | Not listed | Not listed | 2 | (713) 449-3992 | junctioncapitalpartners.com | adviserinfo.sec.gov |
| Kairoi Fund Management, LLC | San Antonio | Not listed | Not listed | Not listed | 2 | (210) 817-0072 | kairoi.com | adviserinfo.sec.gov |
| Kalehua Capital Management LLC | Dallas | Not listed | Not listed | Not listed | 2 | (214) 225-0846 | kalehuacapital.com | adviserinfo.sec.gov |
| Leo Funds Americas, LLC | Hurst | Not listed | Not listed | Not listed | 2 | (817) 354-1090 | adviserinfo.sec.gov | |
| Lilium Group | Houston | Not listed | Not listed | Not listed | 2 | (832) 371-6613 | adviserinfo.sec.gov | |
| Lometa Capital Partners, Inc. | Sugar Land | Not listed | Not listed | Not listed | 2 | (832) 758-1269 | lometacapital.com | adviserinfo.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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