{ "path": "/advisors/tx/houston/for-businesses", "url": "https://advisorcensus.com/advisors/tx/houston/for-businesses/page/2", "page_type": "metro_answer", "title": "Financial advisors for businesses in Houston, TX", "filters": {}, "scope_total": 132, "faq": [ { "q": "Which financial advisors in Houston, TX work with businesses?", "a": "132 investment advisory firms with a principal office in the Houston metro area report businesses among their clients on Form ADV Item 5.D, as of October 2026; this page lists them. Form ADV Item 5.D asks every registered adviser which types of clients it advises, with the number of each and the assets it manages for them; a firm appears here when it reports at least one." }, { "q": "How many financial advisory firms are there in Houston, TX?", "a": "AdvisorCensus lists 661 investment advisory firms with a principal office in the Houston metro area, from Form ADV filings as of October 2026: 303 SEC-registered, 203 state-registered, and 155 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 Houston, TX?", "a": "158 of the 661 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 Houston, TX offer financial planning?", "a": "254 of the 506 firms in Houston, 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 Houston, 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 158 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": "Find financial advisors in Houston, TX who work with businesses. AdvisorCensus lists 132 investment advisory firms with a principal office in the Houston metro area that report businesses among their clients, as of October 2026. Reporting a client type means the firm serves it, not that it serves only that type. Firms are listed alphabetically, and each firm's page lists its client types.", "about_market": "Houston has 661 investment advisory firms with a principal office in the metro area as of October 2026: 303 SEC-registered, 203 state-registered, and 155 exempt reporting advisers. 158 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 172 report under $100 million in regulatory assets under management. The metro area has 2,661,739 households, 388,429 of them with income of $200,000 or more, or 588 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).", "citation": "AdvisorCensus. Financial advisors for businesses in Houston, TX: 132 firms from Form ADV filings as of October 2026.", "total_firms": 132, "page": 2, "total_pages": 3, "sort": "name", "registration_types": { "sec": 107, "state": 25, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 43 }, { "code": "percentage_of_aum", "count": 129 }, { "code": "hourly", "count": 55 }, { "code": "subscription", "count": 1 }, { "code": "fixed", "count": 70 }, { "code": "commissions", "count": 0 }, { "code": "performance_based", "count": 24 }, { "code": "other", "count": 12 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 40 }, { "code": "5_to_9", "count": 31 }, { "code": "10_to_19", "count": 31 }, { "code": "20_plus", "count": 30 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 12 }, { "code": "25m_100m", "count": 9 }, { "code": "100m_500m", "count": 47 }, { "code": "500m_1b", "count": 24 }, { "code": "1b_5b", "count": 29 }, { "code": "over_5b", "count": 10 }, { "code": "not_reported", "count": 1 } ], "firms": [ { "crd_number": 145049, "name": "GBM Wealth Management, Inc.", "name_as_filed": "GBM WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/gbm-wealth-management-inc-houston-tx-145049", "city": "Houston", "state": "TX", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 143110, "name": "GFS Advisors LLC", "name_as_filed": "GFS ADVISORS LLC", "url": "https://advisorcensus.com/firm/gfs-advisors-llc-houston-tx-143110", "city": "Houston", "state": "TX", "years_registered": 19, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 328066, "name": "GMI Global Partners LLC", "name_as_filed": "GMI GLOBAL PARTNERS LLC", "url": "https://advisorcensus.com/firm/gmi-global-partners-llc-houston-tx-328066", "city": "Houston", "state": "TX", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 114637, "name": "Goodman Financial Corporation", "name_as_filed": "GOODMAN FINANCIAL CORPORATION", "url": "https://advisorcensus.com/firm/goodman-financial-corporation-houston-tx-114637", "city": "Houston", "state": "TX", "years_registered": 24, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 179523, "name": "Granite Harbor Advisors, Inc.", "name_as_filed": "GRANITE HARBOR ADVISORS, INC.", "url": "https://advisorcensus.com/firm/granite-harbor-advisors-inc-houston-tx-179523", "city": "Houston", "state": "TX", "years_registered": 9, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 310056, "name": "Guided Capital Wealth Management, LLC", "name_as_filed": "GUIDED CAPITAL WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/guided-capital-wealth-management-llc-houston-tx-310056", "city": "Houston", "state": "TX", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 148099, "name": "Haven Wealth Group", "name_as_filed": "HAVEN WEALTH GROUP", "url": "https://advisorcensus.com/firm/haven-wealth-group-houston-tx-148099", "city": "Houston", "state": "TX", "years_registered": 18, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 148406, "name": "HFG Wealth Management, LLC", "name_as_filed": "HFG WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/hfg-wealth-management-llc-the-woodlands-tx-148406", "city": "The Woodlands", "state": "TX", "years_registered": 17, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 114102, "name": "Horizon Wealth Advisors", "name_as_filed": "HORIZON WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/horizon-wealth-advisors-houston-tx-114102", "city": "Houston", "state": "TX", "years_registered": 23, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 147754, "name": "Hourglass Capital, LLC", "name_as_filed": "HOURGLASS CAPITAL, LLC", "url": "https://advisorcensus.com/firm/hourglass-capital-llc-houston-tx-147754", "city": "Houston", "state": "TX", "years_registered": 18, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 112486, "name": "IAS Wealth Management, Inc.", "name_as_filed": "IAS WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/ias-wealth-management-inc-the-woodlands-tx-112486", "city": "The Woodlands", "state": "TX", "years_registered": 24, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 319609, "name": "Icon Wealth Partners", "name_as_filed": "ICON WEALTH PARTNERS", "url": "https://advisorcensus.com/firm/icon-wealth-partners-houston-tx-319609", "city": "Houston", "state": "TX", "years_registered": 4, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 291780, "name": "Inscription Capital, LLC", "name_as_filed": "INSCRIPTION CAPITAL, LLC", "url": "https://advisorcensus.com/firm/inscription-capital-llc-houston-tx-291780", "city": "Houston", "state": "TX", "years_registered": 8, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 156216, "name": "Integra Wealth Advisors, LLC", "name_as_filed": "INTEGRA WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/integra-wealth-advisors-llc-houston-tx-156216", "city": "Houston", "state": "TX", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 281554, "name": "Intrua Financial", "name_as_filed": "INTRUA FINANCIAL", "url": "https://advisorcensus.com/firm/intrua-financial-houston-tx-281554", "city": "Houston", "state": "TX", "years_registered": 10, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 170192, "name": "Jaykay Wealth Advisors, Inc.", "name_as_filed": "JAYKAY WEALTH ADVISORS, INC.", "url": "https://advisorcensus.com/firm/jaykay-wealth-advisors-inc-houston-tx-170192", "city": "Houston", "state": "TX", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 325221, "name": "Joyce Wealth Management, LLC", "name_as_filed": "JOYCE WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/joyce-wealth-management-llc-houston-tx-325221", "city": "Houston", "state": "TX", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 316742, "name": "JV Global Capital, Inc.", "name_as_filed": "JV GLOBAL CAPITAL, INC.", "url": "https://advisorcensus.com/firm/jv-global-capital-inc-houston-tx-316742", "city": "Houston", "state": "TX", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 128395, "name": "Kanos Capital Management, LLC", "name_as_filed": "KANOS CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/kanos-capital-management-llc-houston-tx-128395", "city": "Houston", "state": "TX", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 104536, "name": "Kayne Anderson Capital Advisors, L.P.", "name_as_filed": "KAYNE ANDERSON CAPITAL ADVISORS, L.P.", "url": "https://advisorcensus.com/firm/kayne-anderson-capital-advisors-l-p-houston-tx-104536", "city": "Houston", "state": "TX", "years_registered": 32, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 269876, "name": "Kings Path Partners LLC", "name_as_filed": "KINGS PATH PARTNERS LLC", "url": "https://advisorcensus.com/firm/kings-path-partners-llc-sugar-land-tx-269876", "city": "Sugar Land", "state": "TX", "years_registered": 10, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 330330, "name": "Kingwood Investment Group", "name_as_filed": "KINGWOOD INVESTMENT GROUP", "url": "https://advisorcensus.com/firm/kingwood-investment-group-kingwood-tx-330330", "city": "Kingwood", "state": "TX", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 312136, "name": "Koinonia Financial", "name_as_filed": "KOINONIA FINANCIAL", "url": "https://advisorcensus.com/firm/koinonia-financial-the-woodlands-tx-312136", "city": "The Woodlands", "state": "TX", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 106779, "name": "Linscomb Wealth, Inc.", "name_as_filed": "LINSCOMB WEALTH, INC.", "url": "https://advisorcensus.com/firm/linscomb-wealth-inc-houston-tx-106779", "city": "Houston", "state": "TX", "years_registered": 31, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 151070, "name": "M.C. Byrd Wealth Management, LLC", "name_as_filed": "M.C. BYRD WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/m-c-byrd-wealth-management-llc-bellville-tx-151070", "city": "Bellville", "state": "TX", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 161309, "name": "MDX Wealth Management", "name_as_filed": "MDX WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/mdx-wealth-management-sugarland-tx-161309", "city": "Sugarland", "state": "TX", "years_registered": 13, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 283152, "name": "Mellig Group, LLC", "name_as_filed": "MELLIG GROUP, LLC", "url": "https://advisorcensus.com/firm/mellig-group-llc-the-woodlands-tx-283152", "city": "The Woodlands", "state": "TX", "years_registered": 10, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 315964, "name": "Mission Retirement", "name_as_filed": "MISSION RETIREMENT", "url": "https://advisorcensus.com/firm/mission-retirement-tomball-tx-315964", "city": "Tomball", "state": "TX", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 328238, "name": "Mobius Fund", "name_as_filed": "MOBIUS FUND", "url": "https://advisorcensus.com/firm/mobius-fund-houston-tx-328238", "city": "Houston", "state": "TX", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 148123, "name": "Monex Asset Management, Inc.", "name_as_filed": "MONEX ASSET MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/monex-asset-management-inc-houston-tx-148123", "city": "Houston", "state": "TX", "years_registered": 5, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 146921, "name": "Murray Investment Management, LLC", "name_as_filed": "MURRAY INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/murray-investment-management-llc-houston-tx-146921", "city": "Houston", "state": "TX", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 131658, "name": "New Capital Management, LP", "name_as_filed": "NEW CAPITAL MANAGEMENT, LP", "url": "https://advisorcensus.com/firm/new-capital-management-lp-houston-tx-131658", "city": "Houston", "state": "TX", "years_registered": 22, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 135896, "name": "Newmyer Wealth Management", "name_as_filed": "NEWMYER WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/newmyer-wealth-management-houston-tx-135896", "city": "Houston", "state": "TX", "years_registered": 21, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 317730, "name": "Nuclo Wealth", "name_as_filed": "NUCLO WEALTH", "url": "https://advisorcensus.com/firm/nuclo-wealth-houston-tx-317730", "city": "Houston", "state": "TX", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 173293, "name": "Oak Harvest Investment Services", "name_as_filed": "OAK HARVEST INVESTMENT SERVICES", "url": "https://advisorcensus.com/firm/oak-harvest-investment-services-houston-tx-173293", "city": "Houston", "state": "TX", "years_registered": 7, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 336371, "name": "Pan Capital Management LP", "name_as_filed": "PAN CAPITAL MANAGEMENT LP", "url": "https://advisorcensus.com/firm/pan-capital-management-lp-houston-tx-336371", "city": "Houston", "state": "TX", "years_registered": 0, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 310629, "name": "Patron Partners, LLC", "name_as_filed": "PATRON PARTNERS, LLC", "url": "https://advisorcensus.com/firm/patron-partners-llc-houston-tx-310629", "city": "Houston", "state": "TX", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 130562, "name": "Pivot Point Advisors, LLC", "name_as_filed": "PIVOT POINT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/pivot-point-advisors-llc-bellaire-tx-130562", "city": "Bellaire", "state": "TX", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 325116, "name": "Position Wealth", "name_as_filed": "POSITION WEALTH", "url": "https://advisorcensus.com/firm/position-wealth-the-woodlands-tx-325116", "city": "The Woodlands", "state": "TX", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 325203, "name": "Precedent Wealth Partners, LLC", "name_as_filed": "PRECEDENT WEALTH PARTNERS, LLC", "url": "https://advisorcensus.com/firm/precedent-wealth-partners-llc-houston-tx-325203", "city": "Houston", "state": "TX", "years_registered": 3, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 283776, "name": "Prota Financial", "name_as_filed": "PROTA FINANCIAL", "url": "https://advisorcensus.com/firm/prota-financial-houston-tx-283776", "city": "Houston", "state": "TX", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 119137, "name": "PRP", "name_as_filed": "PRP", "url": "https://advisorcensus.com/firm/prp-houston-tx-119137", "city": "Houston", "state": "TX", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 284852, "name": "Quattro Financial Advisors", "name_as_filed": "QUATTRO FINANCIAL ADVISORS", "url": "https://advisorcensus.com/firm/quattro-financial-advisors-montgomery-tx-284852", "city": "Montgomery", "state": "TX", "years_registered": 10, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 288694, "name": "Recurrent Investment Advisors LLC", "name_as_filed": "RECURRENT INVESTMENT ADVISORS LLC", "url": "https://advisorcensus.com/firm/recurrent-investment-advisors-llc-houston-tx-288694", "city": "Houston", "state": "TX", "years_registered": 9, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 307278, "name": "Red Swan Private Client", "name_as_filed": "RED SWAN PRIVATE CLIENT", "url": "https://advisorcensus.com/firm/red-swan-private-client-houston-tx-307278", "city": "Houston", "state": "TX", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 304735, "name": "RHP Wealth Management", "name_as_filed": "RHP WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/rhp-wealth-management-houston-tx-304735", "city": "Houston", "state": "TX", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 306087, "name": "Richards Financial Planning, LLC", "name_as_filed": "RICHARDS FINANCIAL PLANNING, LLC", "url": "https://advisorcensus.com/firm/richards-financial-planning-llc-houston-tx-306087", "city": "Houston", "state": "TX", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", 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