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AdvisorCensus / Financial advisors / Texas / Houston, TX / The Bank of New York Mellon

Financial advisors in Houston, TX using The Bank of New York Mellon

3 SEC-registered investment advisory firms headquartered in the Houston, TX metro area name The Bank of New York Mellon as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.

All firms headquartered in Houston, TX ยท How this list is built

FirmCityRegistrationAssets band
Blackgold Capital Management LPHoustonSEC-registered investment adviser$100 million to $500 million
Garcia Hamilton & Associates LPHoustonSEC-registered investment adviserOver $5 billion
Kayne Anderson Capital Advisors, L.P.HoustonSEC-registered investment adviserOver $5 billion

Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. The Bank of New York Mellon nationwide

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AdvisorCensus. Financial advisors in Houston, TX using The Bank of New York Mellon. https://advisorcensus.com/advisors/tx/houston/custodians/bank-of-new-york-mellon
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