Data / Investment advisers / Texas / Page 5
Investment advisers in Texas: 1,337 firms, page 5
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, 1,201 to 1,337 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 5
| Adviser | City | AUM | Accounts | Employees | Private funds | Phone | Website | Source |
|---|---|---|---|---|---|---|---|---|
| MBP Capital Management LLC | Dallas | Not listed | Not listed | Not listed | 2 | (214) 307-5881 | investors.mbpcapital.com | adviserinfo.sec.gov |
| Marauder Capital LLC | Fort Worth | Not listed | Not listed | Not listed | 2 | (919) 636-2969 | adviserinfo.sec.gov | |
| Mithril Capital Management LLC | Austin | Not listed | Not listed | Not listed | 2 | (512) 717-3770 | mithril.com | adviserinfo.sec.gov |
| Monograph Capital Advisors, L.P. | Fort Worth | Not listed | Not listed | Not listed | 2 | (347) 587-0288 | monograph.bio | adviserinfo.sec.gov |
| Mucker Early, LLC | Austin | Not listed | Not listed | Not listed | 2 | (415) 484-2547 | adviserinfo.sec.gov | |
| Nexten Management Company LLC | Houston | Not listed | Not listed | Not listed | 2 | (832) 982-0226 | adviserinfo.sec.gov | |
| Ovcp Manager, LLC | Southlake | Not listed | Not listed | Not listed | 2 | (214) 460-8442 | oakviewcp.com | adviserinfo.sec.gov |
| Overlook Capital | Austin | Not listed | Not listed | Not listed | 2 | (847) 732-3798 | adviserinfo.sec.gov | |
| Pearl Energy Investment Management IV, LLC | Dallas | Not listed | Not listed | Not listed | 2 | (214) 308-5260 | pearl-energy.com | adviserinfo.sec.gov |
| Po&G Advisors, LLC | Houston | Not listed | Not listed | Not listed | 2 | (713) 244-0779 | pogresources.com | adviserinfo.sec.gov |
| Proptech Fund Manager LLC | Richardson | Not listed | Not listed | Not listed | 2 | (808) 215-5531 | adviserinfo.sec.gov | |
| Riverwalk Capital, LLC | San Antonio | Not listed | Not listed | Not listed | 2 | (210) 865-3782 | geekdomfund.com | adviserinfo.sec.gov |
| Saga Ventures Management, LLC | Austin | Not listed | Not listed | Not listed | 2 | (307) 215-9562 | sagavc.com | adviserinfo.sec.gov |
| Samson Capital Group, LLC | Dallas | Not listed | Not listed | Not listed | 2 | (512) 799-7622 | samsoncg.com | adviserinfo.sec.gov |
| Skycatcher, LLC | Austin | Not listed | Not listed | Not listed | 2 | (512) 484-6192 | skycatcher.xyz | adviserinfo.sec.gov |
| Telis Group Capital Management LLC | Fort Worth | Not listed | Not listed | Not listed | 2 | (720) 689-7900 | telisgrp.com | adviserinfo.sec.gov |
| Texas Valley Group | Edinburg | Not listed | Not listed | Not listed | 2 | (408) 772-4884 | texasvalleygroup.com | adviserinfo.sec.gov |
| White Post Investments, LP | San Antonio | Not listed | Not listed | Not listed | 2 | (646) 388-2414 | adviserinfo.sec.gov | |
| White Rock Resources Holdings, LLC | Plano | Not listed | 0 | 9 | 2 | (214) 981-1400 | whiterock-resources.com | adviserinfo.sec.gov |
| Willow Hill Real Estate Partners LLC | Dallas | Not listed | Not listed | Not listed | 2 | (214) 380-4871 | adviserinfo.sec.gov | |
| 13capital LLC | Austin | Not listed | Not listed | Not listed | 1 | (713) 366-0530 | adviserinfo.sec.gov | |
| 2521 Entertainment | Midland | Not listed | Not listed | Not listed | 1 | (310) 990-2280 | 2521entertainment.com | adviserinfo.sec.gov |
| 272 Capital LP | Dallas | Not listed | Not listed | Not listed | 1 | (214) 556-2465 | adviserinfo.sec.gov | |
| 51quid Digital Assets | Houston | Not listed | Not listed | Not listed | 1 | (713) 561-3777 | 51quid.com | adviserinfo.sec.gov |
| 52africa Management, LLC | McKinney | Not listed | Not listed | Not listed | 1 | (972) 422-1010 | adviserinfo.sec.gov | |
| Acp Credit Management | Houston | Not listed | Not listed | Not listed | 1 | (832) 810-6648 | atlascreditpartners.com | adviserinfo.sec.gov |
| Alloyed Strategies LLC | Austin | Not listed | Not listed | Not listed | 1 | (512) 905-5053 | adviserinfo.sec.gov | |
| Applied Investment Strategies Capital LP | Amarillo | Not listed | Not listed | Not listed | 1 | (806) 340-7343 | aisinvestments.com | adviserinfo.sec.gov |
| Banner VC Management, LLC | Austin | Not listed | Not listed | Not listed | 1 | (512) 815-3408 | bannervc.com | adviserinfo.sec.gov |
| Brazos Investment Partners I, L.P. | Dallas | Not listed | Not listed | Not listed | 1 | (214) 301-4201 | brazospartners.com | adviserinfo.sec.gov |
| Breck Partners, LLC | Frisco | Not listed | Not listed | Not listed | 1 | (972) 953-9085 | adviserinfo.sec.gov | |
| Brick Street Group LLC | Waco | Not listed | Not listed | Not listed | 1 | (214) 475-6455 | adviserinfo.sec.gov | |
| Carabela Investments LLC | Tomball | Not listed | Not listed | Not listed | 1 | (832) 323-6473 | adviserinfo.sec.gov | |
| Coral Cove US GP LTD. | Cedar Park | Not listed | Not listed | Not listed | 1 | (866) 272-3704 | adviserinfo.sec.gov | |
| D F Burch Advisors, LTD. | Dallas | Not listed | Not listed | Not listed | 1 | (214) 696-1725 | adviserinfo.sec.gov | |
| Dba Texas Housing Conservancy | Austin | Not listed | Not listed | Not listed | 1 | (512) 202-7997 | adviserinfo.sec.gov | |
| Ecliptic Management, LLC | Austin | Not listed | Not listed | Not listed | 1 | (415) 713-2955 | adviserinfo.sec.gov | |
| Edelweiss, LLC | San Antonio | Not listed | Not listed | Not listed | 1 | (210) 744-9966 | upstreamcap.com | adviserinfo.sec.gov |
| Endurance Investment Partners, LLC | Dallas | Not listed | Not listed | Not listed | 1 | (865) 773-7557 | enduranceip.com | adviserinfo.sec.gov |
| Endure Capital Management, LLC | Austin | Not listed | Not listed | Not listed | 1 | (346) 800-7392 | endurecapitalmanagement.com | adviserinfo.sec.gov |
| Eqv Capital, L.P. | Dallas | Not listed | Not listed | Not listed | 1 | (405) 822-7714 | eqvgroup.com | adviserinfo.sec.gov |
| Eta Equity | Dallas | Not listed | Not listed | Not listed | 1 | (214) 454-5226 | etaequity.com | adviserinfo.sec.gov |
| Eterna GP LLC | Austin | Not listed | Not listed | Not listed | 1 | (645) 243-5316 | adviserinfo.sec.gov | |
| Exoptio Capital Management, LLC | Austin | Not listed | Not listed | Not listed | 1 | (310) 367-9117 | adviserinfo.sec.gov | |
| Fifth Lane Capital, LP | Austin | Not listed | Not listed | Not listed | 1 | (512) 886-3101 | fifthlane.com | adviserinfo.sec.gov |
| Froger Management, LLC | Dallas | Not listed | Not listed | Not listed | 1 | (214) 647-4200 | adviserinfo.sec.gov | |
| GLT Ventures LLC | Houston | Not listed | Not listed | Not listed | 1 | (832) 390-2683 | adviserinfo.sec.gov | |
| Granite Harbor Capital, LLC | Houston | Not listed | Not listed | Not listed | 1 | (832) 461-0789 | graniteharbor.com | adviserinfo.sec.gov |
| Greenwood and Cavalier, LP | Dallas | Not listed | Not listed | Not listed | 1 | (214) 559-0630 | greenwoodcavalier.com | adviserinfo.sec.gov |
| Gutierrez Funds LLC | Houston | Not listed | Not listed | Not listed | 1 | (469) 693-2935 | adviserinfo.sec.gov | |
| Hammana LLC | Houston | Not listed | Not listed | Not listed | 1 | (713) 502-6866 | adviserinfo.sec.gov | |
| Hayman Capital Management LP | Dallas | Not listed | Not listed | Not listed | 1 | (214) 347-8050 | adviserinfo.sec.gov | |
| Heraclitus Capital Management | Austin | Not listed | Not listed | Not listed | 1 | (305) 898-3101 | adviserinfo.sec.gov | |
| Hewes Fund Management, LLC | Dallas | Not listed | Not listed | Not listed | 1 | (214) 647-6400 | adviserinfo.sec.gov | |
| Holmes Financial Management Co., LLC | Houston | Not listed | Not listed | Not listed | 1 | (713) 205-9241 | holmes-financial.com | adviserinfo.sec.gov |
| Inverdale Capital Management, LLC | Dallas | Not listed | Not listed | Not listed | 1 | (214) 871-2900 | inverdalecapital.com | adviserinfo.sec.gov |
| Kicking Horse Investment Management, LLC | Plano | Not listed | Not listed | Not listed | 1 | (949) 315-8034 | kickinghorseinvestments.com | adviserinfo.sec.gov |
| Limestone Value Partners, LLC | Houston | Not listed | Not listed | Not listed | 1 | (346) 575-2354 | limestonevaluepartners.com | adviserinfo.sec.gov |
| Live Oak Resource Partners | Houston | Not listed | Not listed | Not listed | 1 | (832) 982-0787 | liveoakrp.com | adviserinfo.sec.gov |
| Ludis Asset Management, LLC | Dallas | Not listed | Not listed | Not listed | 1 | (248) 953-0739 | ludisgroup.com | adviserinfo.sec.gov |
| Magcp-Rfm Investments Management, LLC | Dallas | Not listed | Not listed | Not listed | 1 | (817) 382-7954 | adviserinfo.sec.gov | |
| Manifest Energy Transition Company, LLC | San Antonio | Not listed | Not listed | Not listed | 1 | (843) 823-7900 | adviserinfo.sec.gov | |
| Manning, Sam B. | Dallas | Not listed | Not listed | Not listed | 1 | adviserinfo.sec.gov | ||
| Meredith Bay Collective | Frisco | Not listed | Not listed | Not listed | 1 | (469) 200-4200 | adviserinfo.sec.gov | |
| N2 Capital Management, LP | Dallas | Not listed | Not listed | Not listed | 1 | (214) 489-7400 | n2cap.com | adviserinfo.sec.gov |
| Narrow Gate Energy, LLC | Dallas | Not listed | Not listed | Not listed | 1 | (972) 215-9379 | adviserinfo.sec.gov | |
| Nca Loan Investors, LLC | Dallas | Not listed | Not listed | Not listed | 1 | (214) 599-6334 | adviserinfo.sec.gov | |
| Novellus Ventures Ls1 GP, LLC | Houston | Not listed | Not listed | Not listed | 1 | (346) 577-4638 | novellusventures.com | adviserinfo.sec.gov |
| Pacenote Equity | Austin | Not listed | Not listed | Not listed | 1 | (732) 742-5112 | adviserinfo.sec.gov | |
| Pan Midstream Management LLC | Houston | Not listed | Not listed | Not listed | 1 | (281) 904-5234 | adviserinfo.sec.gov | |
| Pan Resources Management LLC | Houston | Not listed | Not listed | Not listed | 1 | (281) 904-5234 | adviserinfo.sec.gov | |
| Pandion Asset Management, LP | Houston | Not listed | Not listed | Not listed | 1 | (281) 971-7587 | adviserinfo.sec.gov | |
| Pecos Investors, L.P. | Dallas | Not listed | Not listed | Not listed | 1 | (214) 292-6655 | adviserinfo.sec.gov | |
| Prophet Equity Management LLC | Southlake | Not listed | 0 | 8 | 1 | (817) 898-1500 | prophetequity.com | adviserinfo.sec.gov |
| Richmond Hill Investment Co., LP | Austin | Not listed | Not listed | Not listed | 1 | (917) 312-5672 | rhiclp.com | adviserinfo.sec.gov |
| Rio Sierras LP | Dallas | Not listed | Not listed | Not listed | 1 | (214) 838-3000 | adviserinfo.sec.gov | |
| Riverwalk Capital III, LLC | San Antonio | Not listed | Not listed | Not listed | 1 | (210) 865-3782 | geekdomfund.com | adviserinfo.sec.gov |
| Rivi Capital LLC | Austin | Not listed | Not listed | Not listed | 1 | (415) 534-6752 | adviserinfo.sec.gov | |
| Roaring Blue Lion Capital Management, L.P. | Dallas | Not listed | Not listed | Not listed | 1 | (214) 855-2430 | bluelioncap.com | adviserinfo.sec.gov |
| Rooster Equity Management, LLC | Austin | Not listed | Not listed | Not listed | 1 | (512) 553-5532 | roosterequity.com | adviserinfo.sec.gov |
| Rsii Minerals LP | Dallas | Not listed | Not listed | Not listed | 1 | (214) 838-3000 | adviserinfo.sec.gov | |
| Secovia Capital LLC | Dallas | Not listed | Not listed | Not listed | 1 | (469) 525-2091 | adviserinfo.sec.gov | |
| Signal Point Capital Management, LLC | Dallas | Not listed | Not listed | Not listed | 1 | (214) 272-2503 | adviserinfo.sec.gov | |
| Smithr Capital | Austin | Not listed | Not listed | Not listed | 1 | (909) 348-4763 | adviserinfo.sec.gov | |
| South Loop Ventures Management, LLC | Houston | Not listed | Not listed | Not listed | 1 | (504) 376-5640 | southloop.vc | adviserinfo.sec.gov |
| Starquest Enterprises, LLC | Spring | Not listed | Not listed | Not listed | 1 | (979) 575-1090 | adviserinfo.sec.gov | |
| Swiss Select Advisors, LLC | Dallas | Not listed | Not listed | Not listed | 1 | (212) 796-6577 | adviserinfo.sec.gov | |
| TBJP LLC | Inez | Not listed | Not listed | Not listed | 1 | (361) 582-6303 | pocosabolp.com | adviserinfo.sec.gov |
| Talent Management L.L.C. | Houston | Not listed | Not listed | Not listed | 1 | (650) 646-5389 | talent2026.com | adviserinfo.sec.gov |
| Tempest Peak Management, LLC | Houston | Not listed | Not listed | Not listed | 1 | (832) 545-2728 | adviserinfo.sec.gov | |
| The B Group, Inc. | Dallas | Not listed | Not listed | Not listed | 1 | adviserinfo.sec.gov | ||
| The Northline Group | Dallas | Not listed | Not listed | Not listed | 1 | (646) 512-3339 | northline.com | adviserinfo.sec.gov |
| Thompson Meridian Advisors | Austin | Not listed | Not listed | Not listed | 1 | (512) 998-6753 | adviserinfo.sec.gov | |
| Trademark Property Company | Fort Worth | Not listed | Not listed | Not listed | 1 | (817) 870-1122 | trademarkproperty.com | adviserinfo.sec.gov |
| Tricrest Management LLC | Dallas | Not listed | Not listed | Not listed | 1 | (214) 272-3852 | tricrest.com | adviserinfo.sec.gov |
| Troop Capital Management | Dallas | Not listed | Not listed | Not listed | 1 | (214) 697-5610 | troopcap.com | adviserinfo.sec.gov |
| Twe Neuralink SPV MGR, LLC | Houston | Not listed | Not listed | Not listed | 1 | (808) 215-5531 | adviserinfo.sec.gov | |
| Twe Polymarket MGR, LLC | Houston | Not listed | Not listed | Not listed | 1 | (808) 215-5531 | adviserinfo.sec.gov | |
| Twin Oaks Fund Management, LLC | Dallas | Not listed | Not listed | Not listed | 1 | twinoaksproduction.com | adviserinfo.sec.gov | |
| Umatiya Investment Group Fund 1 LP | Austin | Not listed | Not listed | Not listed | 1 | (512) 998-9013 | adviserinfo.sec.gov | |
| Umbono Commodity Fund Management, LLC | The Woodlands | Not listed | Not listed | Not listed | 1 | (713) 589-8810 | umbono.us | adviserinfo.sec.gov |
| Vemuri Capital II, LLC | Irving | Not listed | Not listed | Not listed | 1 | (646) 416-6870 | adviserinfo.sec.gov | |
| Veradace Capital Management | Dallas | Not listed | Not listed | Not listed | 1 | (913) 908-4943 | veradacecapital.com | adviserinfo.sec.gov |
| View Ventures | Dallas | Not listed | Not listed | Not listed | 1 | (214) 718-0139 | view-ventures.com | adviserinfo.sec.gov |
| Werrus Energy Management Company, LLC | Houston | Not listed | Not listed | Not listed | 1 | (713) 337-4076 | werrus.com | adviserinfo.sec.gov |
| Wxyz II, LLC | Austin | Not listed | Not listed | Not listed | 1 | (512) 522-6799 | capstar.vc | adviserinfo.sec.gov |
| Xios LLC | Austin | Not listed | Not listed | Not listed | 1 | (310) 367-7707 | adviserinfo.sec.gov | |
| Zephyros London Market IM, LLC | Austin | Not listed | Not listed | Not listed | 1 | (512) 216-1833 | zephyrosinvestments.com | adviserinfo.sec.gov |
| 24a Capital Management LLC | Houston | Not listed | 0 | 3 | Not listed | (713) 398-9354 | 24acapital.com | adviserinfo.sec.gov |
| 3a Partners, LLC | Austin | Not listed | Not listed | Not listed | Not listed | (260) 241-7444 | 3apartners.com | adviserinfo.sec.gov |
| 818 Family Office, LLC | Austin | Not listed | 0 | 2 | Not listed | (512) 241-7341 | adviserinfo.sec.gov | |
| Abundo Wealth | Houston | Not listed | 0 | 15 | Not listed | (612) 502-5806 | adviserinfo.sec.gov | |
| Alphaengine Global Investment Solution LLC | Plano | Not listed | 0 | 4 | Not listed | (214) 550-0460 | alphaengine.net | adviserinfo.sec.gov |
| Ascentis Asset Management, LLC | Dallas | Not listed | 0 | 9 | Not listed | (866) 273-1563 | am.ascentis.co | adviserinfo.sec.gov |
| Boon Investment Group, Inc. | Austin | Not listed | 0 | 1 | Not listed | (512) 339-4441 | adviserinfo.sec.gov | |
| Cleros Wealth Partners, LLC | Fort Worth | Not listed | 0 | 4 | Not listed | (817) 984-3830 | adviserinfo.sec.gov | |
| Corner Speed Capital Partners | Fort Worth | Not listed | Not listed | Not listed | Not listed | (817) 682-7523 | adviserinfo.sec.gov | |
| Driftmark Capital | Dallas | Not listed | 0 | 3 | Not listed | (972) 349-0574 | driftmarkcap.com | adviserinfo.sec.gov |
| Encap Flatrock Midstream | San Antonio | Not listed | Not listed | Not listed | Not listed | (210) 494-6777 | efmidstream.com | adviserinfo.sec.gov |
| Everlong Capital Fund Management, LP | Dallas | Not listed | 0 | 8 | Not listed | (214) 753-4312 | adviserinfo.sec.gov | |
| Gravity Advisers LLC | Houston | Not listed | 0 | 1 | Not listed | (877) 344-1354 | gravity.markets | adviserinfo.sec.gov |
| Higginbotham Retirement Advisors, Inc. | Houston | Not listed | 0 | 3 | Not listed | (713) 952-9990 | higginbotham.com | adviserinfo.sec.gov |
| Hirzel Capital LLC | Dallas | Not listed | Not listed | Not listed | Not listed | (214) 999-0014 | adviserinfo.sec.gov | |
| Holm & Baucom Wealth Advisors, LLC | Victoria | Not listed | 0 | 5 | Not listed | (361) 894-8717 | holmbaucomwealth.com | adviserinfo.sec.gov |
| Innovayte Capital | Dallas | Not listed | 0 | 2 | Not listed | (508) 345-7707 | adviserinfo.sec.gov | |
| Inscription Family Office, LLC | Houston | Not listed | 0 | 4 | Not listed | (832) 649-7700 | adviserinfo.sec.gov | |
| Koin Capital Inc | Houston | Not listed | 0 | 1 | Not listed | (517) 775-9786 | koin.ai | adviserinfo.sec.gov |
| Monograph Capital Advisors (UK), LLP | Fort Worth | Not listed | Not listed | Not listed | Not listed | (347) 587-0288 | monograph.bio | adviserinfo.sec.gov |
| Public Safety Financial Group, LLC | Houston | Not listed | 0 | 1 | Not listed | (832) 200-3418 | adviserinfo.sec.gov | |
| Quotient Wealth Asset Management, LLC | Dallas | Not listed | 0 | 4 | Not listed | (469) 912-2522 | adviserinfo.sec.gov | |
| SSC | Houston | Not listed | 0 | 8 | Not listed | (646) 856-1417 | adviserinfo.sec.gov | |
| SWBC Investment Advisory Services LLC | Austin | Not listed | 0 | 9 | Not listed | (717) 816-4162 | swbc.com | adviserinfo.sec.gov |
| Shorebird Capital, LP | San Antonio | Not listed | 0 | 4 | Not listed | (210) 826-2424 | shorebirdcap.com | adviserinfo.sec.gov |
| Strategiq Funds, Inc. | San Antonio | Not listed | 0 | 4 | Not listed | (720) 203-5632 | adviserinfo.sec.gov | |
| Three Oaks Advisory Group, LLC | Richardson | Not listed | 0 | 3 | Not listed | (972) 421-1989 | threeoaksadvisory.com | adviserinfo.sec.gov |
| Usaa Investment Services Company | San Antonio | Not listed | 0 | 176 | Not listed | (210) 456-4218 | google.com | adviserinfo.sec.gov |
| Vantheon | Austin | Not listed | 0 | 8 | Not listed | (833) 336-8632 | vantheon.ai | 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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