AdvisorCensus / Financial advisors / Texas / Dallas, TX / New firms
New investment advisory firms in Dallas, TX
61 investment advisory firms in Dallas, TX first appeared on the SEC's monthly lists of registered advisers or exempt reporting advisers in the last twelve months of data, newest first, under the month of the list they first appeared on. New state registrations are not included, because AdvisorCensus began capturing state data in September 2026. Each entry links to the firm's filing. Rebuilt monthly.
October 2026 (5)
| Firm | Location | Registration |
|---|---|---|
| Corner Speed Capital Partners | Fort Worth, TX | Exempt reporting adviser |
| Everglade Capital, LLC | Frisco, TX | State-registered investment adviser |
| Finhive Distribution | Dallas, TX | State-registered investment adviser |
| Legacy 305 FRHK Venture LLC | Keller, TX | Exempt reporting adviser |
| Secovia Capital LLC | Dallas, TX | Exempt reporting adviser |
September 2026 (6)
| Firm | Location | Registration |
|---|---|---|
| Canyon ABF Manager LLC | Dallas, TX | SEC-registered investment adviser |
| Everlong Capital Fund Management, LP | Dallas, TX | SEC-registered investment adviser |
| Montgomery Capital Advisers | Plano, TX | Exempt reporting adviser |
| Mytimeequity | Plano, TX | SEC-registered investment adviser |
| Rsii Minerals LP | Dallas, TX | Exempt reporting adviser |
| Westmont Advisory, LLC | Flower Mound, TX | SEC-registered investment adviser |
August 2026 (5)
| Firm | Location | Registration |
|---|---|---|
| Arenova Capital LP | Dallas, TX | Exempt reporting adviser |
| BSV Special Entity Management | Dallas, TX | Exempt reporting adviser |
| GFN Capital Management | Richardson, TX | SEC-registered investment adviser |
| LRH Capital Advising LLC | Dallas, TX | SEC-registered investment adviser |
| Ludis Asset Management, LLC | Dallas, TX | Exempt reporting adviser |
July 2026 (6)
| Firm | Location | Registration |
|---|---|---|
| 52AFRICA Management, LLC | McKinney, TX | Exempt reporting adviser |
| Double Eagle Wealth Management LLC | Dallas, TX | SEC-registered investment adviser |
| Proptech Fund Manager LLC | Richardson, TX | Exempt reporting adviser |
| The Gardner Group | Dallas, TX | SEC-registered investment adviser |
| Tricrest Management LLC | Dallas, TX | Exempt reporting adviser |
| Vectis Capital | Dallas, TX | SEC-registered investment adviser |
June 2026 (9)
| Firm | Location | Registration |
|---|---|---|
| BMP II Katydid Management, LLC | Plano, TX | Exempt reporting adviser |
| Clairalpha Advisors LLC | Frisco, TX | SEC-registered investment adviser |
| Cravens Brothers Private Wealth Management LLC | Dallas, TX | SEC-registered investment adviser |
| Harlow Capital Management LLC | Dallas, TX | SEC-registered investment adviser |
| Haywood Lane | Dallas, TX | Exempt reporting adviser |
| Narrow Gate Energy, LLC | Dallas, TX | Exempt reporting adviser |
| Panteles Advisors | Argyle, TX | SEC-registered investment adviser |
| Rising Phoenix Capital | Dallas, TX | Exempt reporting adviser |
| RWR Investments LLC | Dallas, TX | SEC-registered investment adviser |
May 2026 (4)
| Firm | Location | Registration |
|---|---|---|
| LFG Capital Management LLC | Dallas, TX | Exempt reporting adviser |
| Pathway Wealth Management, LLC | Dallas, TX | SEC-registered investment adviser |
| Southpaw CP Manager LP | Dallas, TX | SEC-registered investment adviser |
| Worth Financial Group Inc. | Dallas, TX | SEC-registered investment adviser |
April 2026 (7)
| Firm | Location | Registration |
|---|---|---|
| Fair Asset Management, LLC | Dallas, TX | SEC-registered investment adviser |
| Lemnis Capital | Richardson, TX | SEC-registered investment adviser |
| Moffatt Financial Strategies | Fort Worth, TX | SEC-registered investment adviser |
| Navigo Wealth Management, LLC | Southlake, TX | SEC-registered investment adviser |
| Planguide Financial | Southlake, TX | SEC-registered investment adviser |
| Rockwall Wealth Management | Rockwall, TX | SEC-registered investment adviser |
| Vestie | Dallas, TX | SEC-registered investment adviser |
March 2026 (1)
| Firm | Location | Registration |
|---|---|---|
| Leo Wealth Americas, LLC | Hurst, TX | SEC-registered investment adviser |
February 2026 (4)
| Firm | Location | Registration |
|---|---|---|
| Alka Partners, LLC | Farmers Branch, TX | SEC-registered investment adviser |
| Froger Management, LLC | Dallas, TX | Exempt reporting adviser |
| Leo Funds Americas, LLC | Hurst, TX | Exempt reporting adviser |
| Thirteen Twenty-Two Advisors | Fort Worth, TX | SEC-registered investment adviser |
January 2026 (2)
| Firm | Location | Registration |
|---|---|---|
| Northill Aims, LLC | Richardson, TX | SEC-registered investment adviser |
| Paradigm Global Investors | Dallas, TX | SEC-registered investment adviser |
December 2025 (12)
| Firm | Location | Registration |
|---|---|---|
| Applewhite & Buys Financial Advisors | Dallas, TX | SEC-registered investment adviser |
| Aspenridge Wealth Advisors | Fort Worth, TX | SEC-registered investment adviser |
| Drover Management, LLC | Dallas, TX | Exempt reporting adviser |
| Endurance Investment Partners, LLC | Dallas, TX | Exempt reporting adviser |
| Founder ETFS LLC | Dallas, TX | SEC-registered investment adviser |
| Goldcrest Advisory II, LLC | Dallas, TX | Exempt reporting adviser |
| Guidestone Investment Services | Dallas, TX | SEC-registered investment adviser |
| Innovayte Capital | Dallas, TX | SEC-registered investment adviser |
| Meredith Bay Collective | Frisco, TX | Exempt reporting adviser |
| Nexus One Financial Advisors LLC | Plano, TX | SEC-registered investment adviser |
| Schlegel Dunn LLC | Plano, TX | SEC-registered investment adviser |
| The Northline Group | Dallas, TX | Exempt reporting adviser |
Source: month-to-month comparison of the SEC's monthly adviser data and the state compilation feed. A firm appears in the month it first shows up as registered or reporting.
Cite this page
AdvisorCensus. New investment advisory firms in Dallas, TX. https://advisorcensus.com/advisors/tx/dallas/new-firms https://advisorcensus.com/advisors/tx/dallas/new-firms