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NewRiaPulse: records in Texas, page 2 of 2

Records 51 to 92 of the 92 newest listed for this hub. Source: SEC monthly roster of registered investment advisers (Form ADV data).

RecordAUMAccountsCity
Mdt Financial Advisors, LLC$294,032,544644Webster
Legacy Chief Financial Office, LLC$105,079,723336Shenandoah
Maroon Pass Advisors LP$178,570,4584Austin
Shelter Wealth Strategies, LLC$144,141,19338Houston
Augment Advisors, LLC$342,636,25438Austin
Integrity Road Wealth Partners LLC$125,962,624294Houston
Reliance Wealth Management$134,178,280588San Antonio
Ironhorn Advisors LLC$103,000,00025Austin
Kingwood Investment Group$126,548,584439Kingwood
A Sling & A Stone, Incorporated$102,058,435445Burnet
Mozayyx Management LLC$192,696,5806Austin
Northill Aims, LLC$249,477,467528Richardson
A3 Capital Advisors$236,845,28763Houston
Mckinney Capital Management$246,134,643912Houston
Applewhite & Buys Financial Advisors$153,132,711740Dallas
Schlegel Dunn LLC$279,073,436535Plano
VantheonAustin
Alphaengine Global Investment Solution LLCPlano
Csr Capital$268,700,0001Dallas
Everlong Capital Fund Management, LPDallas
Lrh Capital Advising LLC$113,899,6941Dallas
Clairalpha Advisors LLC$3,736,65421Frisco
Southpaw Cp Manager LP$138,924,5994Dallas
Pathway Wealth Management, LLC$116,022,19996Dallas
Rockwall Wealth Management$305,459,9471273Rockwall
Homage Wealth Group LLC$366,156,5497Houston
Finamex Asset Management, LLC$113,852,806190Houston
Tectonic Capital Advisors, LLC$154,408,70848Houston
Public Safety Financial Group, LLCHouston
Strategiq Funds, INC.San Antonio
SscHouston
Innovayte CapitalDallas
Upp Management, LPHouston
Everkey Financial LLC$10,572,4252Katy
Burke Wealth Management, LLC$95,240,442128Houston
Vestie$1252Dallas
II Technology, LLC$40,486,13230Austin
Nestvst$7,0675Sugar Land
Lemnis Capital$97,886,144352Richardson
Alka Partners, LLC$21Farmers Branch
818 Family Office, LLCAustin
Caz Gp Stakes Adviser LLC$99,029,5191Houston

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