# Herndon Plant Oakley LTD: new SEC registration, $155M AUM, Corpus Christi, TX

**Score:** 75/100

| Field | Value |
|---|---|
| Firm | Herndon Plant Oakley LTD |
| Legal name | Herndon Plant Oakley LTD |
| CRD | 44971 |
| Status | Approved |
| Registered with the SEC | 2026-09-11 |
| Latest Form ADV filing | 2026-08-21 |
| Location | Corpus Christi, TX, United States |
| Regulatory AUM | $155,401,000 |
| Accounts | 286 |
| Employees | 3 |
| Website | HTTPS://WWW.HPO.COM |

## Why this score
- Registered in the last 60 days.
- $155M under management.
- Website on file.

Source: SEC monthly roster of registered investment advisers (Form ADV data) (https://adviserinfo.sec.gov/firm/summary/44971). Last refreshed: 2026-10-28T20:49:58.746Z.
From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.