AdvisorCensus / Financial advisors / Texas / Houston, TX / JPMorgan Chase
Financial advisors in Houston, TX using JPMorgan Chase
7 SEC-registered investment advisory firms headquartered in the Houston, TX metro area name JPMorgan Chase as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Lavaca Capital, LLC | Houston | SEC-registered investment adviser | $500 million to $1 billion |
| Nuclo Wealth | Houston | SEC-registered investment adviser | $100 million to $500 million |
| Quattro Financial Advisors | Montgomery | SEC-registered investment adviser | $1 billion to $5 billion |
| Sarofim Trust Co | Houston | SEC-registered investment adviser | Over $5 billion |
| Summa Corp. | The Woodlands | SEC-registered investment adviser | $1 billion to $5 billion |
| Terraform Wealth, LLC | Houston | SEC-registered investment adviser | $100 million to $500 million |
| Virage Capital Management LP | Houston | SEC-registered investment adviser | $500 million to $1 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. JPMorgan Chase nationwide
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