{ "path": "/advisors/tx/dallas/southlake", "url": "https://advisorcensus.com/advisors/tx/dallas/southlake", "page_type": "metro_city", "title": "Financial advisors in Southlake, TX", "filters": {}, "scope_total": 47, "faq": [ { "q": "How many financial advisory firms are there in Southlake, TX?", "a": "AdvisorCensus lists 47 investment advisory firms with a principal office in Southlake, Texas (part of the Dallas metro area), from Form ADV filings as of October 2026: 20 SEC-registered, 14 state-registered, and 13 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Southlake, TX?", "a": "9 of the 47 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Southlake, TX offer financial planning?", "a": "18 of the 34 firms in Southlake, TX that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Southlake, TX fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 9 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 47 investment advisory firms with a principal office in Southlake, Texas (part of the Dallas metro area), drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; the full Dallas metro area, including neighboring cities, is on its own page. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "about_market": null, "citation": "AdvisorCensus. Financial advisors in Southlake, TX: 47 firms from Form ADV filings as of October 2026.", "total_firms": 47, "page": 1, "total_pages": 1, "sort": "name", "registration_types": { "sec": 20, "state": 14, "exempt": 13 }, "fee_model_mix": [ { "code": "fee-only", "count": 9 }, { "code": "percentage_of_aum", "count": 29 }, { "code": "hourly", "count": 5 }, { "code": "subscription", "count": 0 }, { "code": "fixed", "count": 14 }, { "code": "commissions", "count": 0 }, { "code": "performance_based", "count": 10 }, { "code": "other", "count": 5 }, { "code": "not_reported", "count": 13 } ], "years_registered_distribution": [ { "code": "under_5", "count": 25 }, { "code": "5_to_9", "count": 9 }, { "code": "10_to_19", "count": 11 }, { "code": "20_plus", "count": 1 }, { "code": "not_reported", "count": 1 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 5 }, { "code": "25m_100m", "count": 8 }, { "code": "100m_500m", "count": 13 }, { "code": "500m_1b", "count": 5 }, { "code": "1b_5b", "count": 1 }, { "code": "over_5b", "count": 0 }, { "code": "not_reported", "count": 15 } ], "firms": [ { "crd_number": 304268, "name": "3:10 Capital Advisors II, LLC", "name_as_filed": "3:10 CAPITAL ADVISORS II, LLC", "url": "https://advisorcensus.com/firm/3-10-capital-advisors-ii-llc-southlake-tx-304268", "city": "Southlake", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 210524, "name": "Ancor Capital Partners", "name_as_filed": "ANCOR CAPITAL PARTNERS", "url": "https://advisorcensus.com/firm/ancor-capital-partners-southlake-tx-210524", "city": "Southlake", "state": "TX", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "performance_based", "other" ], "enhanced": false }, { "crd_number": 144137, "name": "Arcon Wealth Management", "name_as_filed": "ARCON WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/arcon-wealth-management-southlake-tx-144137", "city": "Southlake", "state": "TX", "years_registered": 19, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 160649, "name": "Aspen Creek Wealth Management, LLC", "name_as_filed": "ASPEN CREEK WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/aspen-creek-wealth-management-llc-southlake-tx-160649", "city": "Southlake", "state": "TX", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 292230, "name": "BOW Stream Investments LLC", "name_as_filed": "BOW STREAM INVESTMENTS LLC", "url": "https://advisorcensus.com/firm/bow-stream-investments-llc-southlake-tx-292230", "city": "Southlake", "state": "TX", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 304643, "name": "Corps Capital Advisors, LLC", "name_as_filed": "CORPS CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/corps-capital-advisors-llc-southlake-tx-304643", "city": "Southlake", "state": "TX", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 332310, "name": "Crestera Management LLC", "name_as_filed": "CRESTERA MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/crestera-management-llc-southlake-tx-332310", "city": "Southlake", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 312358, "name": "Dallas Venture Capital", "name_as_filed": "DALLAS VENTURE CAPITAL", "url": "https://advisorcensus.com/firm/dallas-venture-capital-southlake-tx-312358", "city": "Southlake", "state": "TX", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 135522, "name": "Double Eagle Capital Management LP", "name_as_filed": "DOUBLE EAGLE CAPITAL MANAGEMENT LP", "url": "https://advisorcensus.com/firm/double-eagle-capital-management-lp-southlake-tx-135522", "city": "Southlake", "state": "TX", "years_registered": 19, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 316303, "name": "Fastra Capital Management, LLC", "name_as_filed": "FASTRA CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/fastra-capital-management-llc-southlake-tx-316303", "city": "Southlake", "state": "TX", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 169890, "name": "Gauge Capital", "name_as_filed": "GAUGE CAPITAL", "url": "https://advisorcensus.com/firm/gauge-capital-southlake-tx-169890", "city": "Southlake", "state": "TX", "years_registered": 11, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 281521, "name": "Gore Range Capital LLC", "name_as_filed": "GORE RANGE CAPITAL LLC", "url": "https://advisorcensus.com/firm/gore-range-capital-llc-southlake-tx-281521", "city": "Southlake", "state": "TX", "years_registered": null, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 336325, "name": "Hawkes Peak Partners, LLC", "name_as_filed": "HAWKES PEAK PARTNERS, LLC", "url": "https://advisorcensus.com/firm/hawkes-peak-partners-llc-southlake-tx-336325", "city": "Southlake", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 317429, "name": "High Circle Ventures", "name_as_filed": "HIGH CIRCLE VENTURES", "url": "https://advisorcensus.com/firm/high-circle-ventures-southlake-tx-317429", "city": "Southlake", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 283177, "name": "Hoover Capital Management, LLC", "name_as_filed": "HOOVER CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/hoover-capital-management-llc-southlake-tx-283177", "city": "Southlake", "state": "TX", "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 157092, "name": "Insight Equity Management Company LLC", "name_as_filed": "INSIGHT EQUITY MANAGEMENT COMPANY LLC", "url": "https://advisorcensus.com/firm/insight-equity-management-company-llc-southlake-tx-157092", "city": "Southlake", "state": "TX", "years_registered": 14, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 331975, "name": "Karis Crypto Ventures LLC", "name_as_filed": "KARIS CRYPTO VENTURES LLC", "url": "https://advisorcensus.com/firm/karis-crypto-ventures-llc-southlake-tx-331975", "city": "Southlake", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 283489, "name": "Kingfish Capital Partners LLC", "name_as_filed": "KINGFISH CAPITAL PARTNERS LLC", "url": "https://advisorcensus.com/firm/kingfish-capital-partners-llc-southlake-tx-283489", "city": "Southlake", "state": "TX", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 317107, "name": "KPC Financial Solutions, LLC", "name_as_filed": "KPC FINANCIAL SOLUTIONS, LLC", "url": "https://advisorcensus.com/firm/kpc-financial-solutions-llc-southlake-tx-317107", "city": "Southlake", "state": "TX", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 306905, "name": "Life Investors Management Company, LP", "name_as_filed": "LIFE INVESTORS MANAGEMENT COMPANY, LP", "url": "https://advisorcensus.com/firm/life-investors-management-company-lp-southlake-tx-306905", "city": "Southlake", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 159251, "name": "Mills Wealth Advisors, LLC", "name_as_filed": "MILLS WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/mills-wealth-advisors-llc-southlake-tx-159251", "city": "Southlake", "state": "TX", "years_registered": 9, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 305452, "name": "Monmouth Ventures", "name_as_filed": "MONMOUTH VENTURES", "url": "https://advisorcensus.com/firm/monmouth-ventures-southlake-tx-305452", "city": "Southlake", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 150356, "name": "Much Wealth Management, Inc.", "name_as_filed": "MUCH WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/much-wealth-management-inc-southlake-tx-150356", "city": "Southlake", "state": "TX", "years_registered": 17, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 146265, "name": "Navigo Wealth Management, LLC", "name_as_filed": "NAVIGO WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/navigo-wealth-management-llc-southlake-tx-146265", "city": "Southlake", "state": "TX", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 329940, "name": "One XVI Wealth", "name_as_filed": "ONE XVI WEALTH", "url": "https://advisorcensus.com/firm/one-xvi-wealth-southlake-tx-329940", "city": "Southlake", "state": "TX", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 300362, "name": "Openair Financial, LLC", "name_as_filed": "OPENAIR FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/openair-financial-llc-southlake-tx-300362", "city": "Southlake", "state": "TX", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 144847, "name": "Orser Capital Management LLC", "name_as_filed": "ORSER CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/orser-capital-management-llc-southlake-tx-144847", "city": "Southlake", "state": "TX", "years_registered": 12, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 333064, "name": "Ovcp Manager, LLC", "name_as_filed": "OVCP MANAGER, LLC", "url": "https://advisorcensus.com/firm/ovcp-manager-llc-southlake-tx-333064", "city": "Southlake", "state": "TX", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 331213, "name": "P6835 Capital V, LLC", "name_as_filed": "P6835 CAPITAL V, LLC", "url": "https://advisorcensus.com/firm/p6835-capital-v-llc-southlake-tx-331213", "city": "Southlake", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 329089, "name": "Planguide Financial", "name_as_filed": "PLANGUIDE FINANCIAL", "url": "https://advisorcensus.com/firm/planguide-financial-southlake-tx-329089", "city": "Southlake", "state": "TX", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 336264, "name": "Prestige Wealth Management", "name_as_filed": "PRESTIGE WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/prestige-wealth-management-southlake-tx-336264", "city": "Southlake", "state": "TX", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 334371, "name": "Pro Capital LLC", "name_as_filed": "PRO CAPITAL LLC", "url": "https://advisorcensus.com/firm/pro-capital-llc-southlake-tx-334371", "city": "Southlake", "state": "TX", "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 170614, "name": "Prophet Equity Management II LLC", "name_as_filed": "PROPHET EQUITY MANAGEMENT II LLC", "url": "https://advisorcensus.com/firm/prophet-equity-management-ii-llc-southlake-tx-170614", "city": "Southlake", "state": "TX", "years_registered": 12, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 163214, "name": "Prophet Equity Management LLC", "name_as_filed": "PROPHET EQUITY MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/prophet-equity-management-llc-southlake-tx-163214", "city": "Southlake", "state": "TX", "years_registered": 14, "raum_band": "under_25m", "compensation_types": [ "performance_based" ], "enhanced": false }, { "crd_number": 302033, "name": "Ridgewood Wealth Management LLC", "name_as_filed": "RIDGEWOOD WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/ridgewood-wealth-management-llc-southlake-tx-302033", "city": "Southlake", "state": "TX", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 327921, "name": "Second Opinion Financial", "name_as_filed": "SECOND OPINION FINANCIAL", "url": "https://advisorcensus.com/firm/second-opinion-financial-southlake-tx-327921", "city": "Southlake", "state": "TX", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 331971, "name": "Sharpedge Financial", "name_as_filed": "SHARPEDGE FINANCIAL", "url": "https://advisorcensus.com/firm/sharpedge-financial-southlake-tx-331971", "city": "Southlake", "state": "TX", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 143248, "name": "Solutions 4 Wealth", "name_as_filed": "SOLUTIONS 4 WEALTH", "url": "https://advisorcensus.com/firm/solutions-4-wealth-southlake-tx-143248", "city": "Southlake", "state": "TX", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 124777, "name": "ST. James Investment Company, LLC", "name_as_filed": "ST. JAMES INVESTMENT COMPANY, LLC", "url": "https://advisorcensus.com/firm/st-james-investment-company-llc-southlake-tx-124777", "city": "Southlake", "state": "TX", "years_registered": 23, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 114581, "name": "Stranberg Capital LLC", "name_as_filed": "STRANBERG CAPITAL LLC", "url": "https://advisorcensus.com/firm/stranberg-capital-llc-southlake-tx-114581", "city": "Southlake", "state": "TX", "years_registered": 13, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 336248, "name": "Tabernacle Equity Management LLC", "name_as_filed": "TABERNACLE EQUITY MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/tabernacle-equity-management-llc-southlake-tx-336248", "city": "Southlake", "state": "TX", "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "performance_based" ], "enhanced": false }, { "crd_number": 337978, "name": "Therawealth, LLC", "name_as_filed": "THERAWEALTH, LLC", "url": "https://advisorcensus.com/firm/therawealth-llc-southlake-tx-337978", "city": "Southlake", "state": "TX", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 167818, "name": "TL Private Wealth", "name_as_filed": "TL PRIVATE WEALTH", "url": "https://advisorcensus.com/firm/tl-private-wealth-southlake-tx-167818", "city": "Southlake", "state": "TX", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 314603, "name": "Trinity Investors Fund Advisors, LLC", "name_as_filed": "TRINITY INVESTORS FUND ADVISORS, LLC", "url": "https://advisorcensus.com/firm/trinity-investors-fund-advisors-llc-southlake-tx-314603", "city": "Southlake", "state": "TX", "years_registered": 3, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "other" ], 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