# Financial advisors for charitable organizations in Houston, TX

> AdvisorCensus lists 99 investment advisory firms with a principal office in the Houston metro area that report charitable organizations among their clients on Form ADV Item 5.D, from filings as of October 2026. Item 5.D asks each firm which types of clients it advises; reporting a client type means the firm serves it, not that it serves only that type. Firms are listed alphabetically; each firm's page lists its client types as filed.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/tx/houston/for-charities

## At a glance

- Investment advisory firms: 99
- Registration: SEC-registered investment adviser: 80, State-registered investment adviser: 19
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 33 (33%); Percentage of assets 97 (98%); Hourly charges 39 (39%); Subscription fees (newsletter or periodical) 1 (1%); Fixed fees 52 (53%); Performance-based fees 15 (15%); Other 6 (6%)
- Regulatory assets under management (Item 5.F): Under $25 million 6 (6%); $25 million to $100 million 12 (12%); $100 million to $500 million 29 (29%); $500 million to $1 billion 22 (22%); $1 billion to $5 billion 21 (21%); Over $5 billion 8 (8%); Not reported 1 (1%)
- Years registered: Under 5 years 21 (21%); 5 to 9 years 24 (24%); 10 to 19 years 20 (20%); 20 years or more 34 (34%)

## Firms (page 1 of 2, 1 to 50 of 99, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Adell Harriman & Carpenter](https://advisorcensus.com/firm/adell-harriman-and-carpenter-houston-tx-107488) ([md](https://advisorcensus.com/firm/adell-harriman-and-carpenter-houston-tx-107488.md)) | 107488 | Houston, TX | SEC-registered investment adviser | $1 billion to $5 billion | 30 | % of assets |
| [Affinity Capital, L.P.](https://advisorcensus.com/firm/affinity-capital-l-p-houston-tx-109118) ([md](https://advisorcensus.com/firm/affinity-capital-l-p-houston-tx-109118.md)) | 109118 | Houston, TX | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Fixed fee |
| [Alteris Capital Partners, LLC](https://advisorcensus.com/firm/alteris-capital-partners-llc-houston-tx-335079) ([md](https://advisorcensus.com/firm/alteris-capital-partners-llc-houston-tx-335079.md)) | 335079 | Houston, TX | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee |
| [Americana Partners, LLC](https://advisorcensus.com/firm/americana-partners-llc-houston-tx-301354) ([md](https://advisorcensus.com/firm/americana-partners-llc-houston-tx-301354.md)) | 301354 | Houston, TX | SEC-registered investment adviser | Over $5 billion | 7 | % of assets, Fixed fee |
| [Arkos Global Advisors, LLC](https://advisorcensus.com/firm/arkos-global-advisors-llc-houston-tx-287466) ([md](https://advisorcensus.com/firm/arkos-global-advisors-llc-houston-tx-287466.md)) | 287466 | Houston, TX | SEC-registered investment adviser | $1 billion to $5 billion | 9 | % of assets, Fixed fee |
| [Ascension Capital Advisors, Inc.](https://advisorcensus.com/firm/ascension-capital-advisors-inc-houston-tx-109518) ([md](https://advisorcensus.com/firm/ascension-capital-advisors-inc-houston-tx-109518.md)) | 109518 | Houston, TX | SEC-registered investment adviser | $500 million to $1 billion | 26 | % of assets, Fixed fee |
| [Avanzza Investments LLC](https://advisorcensus.com/firm/avanzza-investments-llc-the-woodlands-tx-340942) ([md](https://advisorcensus.com/firm/avanzza-investments-llc-the-woodlands-tx-340942.md)) | 340942 | The Woodlands, TX | State-registered investment adviser | Under $25 million | 0 | % of assets |
| [Avidian Wealth Solutions](https://advisorcensus.com/firm/avidian-wealth-solutions-houston-tx-127186) ([md](https://advisorcensus.com/firm/avidian-wealth-solutions-houston-tx-127186.md)) | 127186 | Houston, TX | SEC-registered investment adviser | $1 billion to $5 billion | 21 | % of assets, Hourly, Fixed fee, Other |
| [Banorte Asset Management, Inc.](https://advisorcensus.com/firm/banorte-asset-management-inc-houston-tx-290555) ([md](https://advisorcensus.com/firm/banorte-asset-management-inc-houston-tx-290555.md)) | 290555 | Houston, TX | SEC-registered investment adviser | $500 million to $1 billion | 7 | % of assets |
| [Bellatore Financial, Inc.](https://advisorcensus.com/firm/bellatore-financial-inc-the-woodlands-tx-143543) ([md](https://advisorcensus.com/firm/bellatore-financial-inc-the-woodlands-tx-143543.md)) | 143543 | The Woodlands, TX | SEC-registered investment adviser | $500 million to $1 billion | 19 | % of assets, Hourly, Fixed fee |
| [Branson Fowlkes & Co Inc](https://advisorcensus.com/firm/branson-fowlkes-and-co-inc-houston-tx-107657) ([md](https://advisorcensus.com/firm/branson-fowlkes-and-co-inc-houston-tx-107657.md)) | 107657 | Houston, TX | SEC-registered investment adviser | $100 million to $500 million | 33 | % of assets, Hourly, Fixed fee |
| [Bridgeway Capital Management, LLC](https://advisorcensus.com/firm/bridgeway-capital-management-llc-houston-tx-111441) ([md](https://advisorcensus.com/firm/bridgeway-capital-management-llc-houston-tx-111441.md)) | 111441 | Houston, TX | SEC-registered investment adviser | $1 billion to $5 billion | 33 | % of assets, Performance fee |
| [Callahan Advisors, LLC](https://advisorcensus.com/firm/callahan-advisors-llc-houston-tx-114058) ([md](https://advisorcensus.com/firm/callahan-advisors-llc-houston-tx-114058.md)) | 114058 | Houston, TX | SEC-registered investment adviser | $1 billion to $5 billion | 23 | % of assets |
| [Cap Six Advisors](https://advisorcensus.com/firm/cap-six-advisors-houston-tx-325164) ([md](https://advisorcensus.com/firm/cap-six-advisors-houston-tx-325164.md)) | 325164 | Houston, TX | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets |
| [Chilton Capital Management LLC](https://advisorcensus.com/firm/chilton-capital-management-llc-houston-tx-104592) ([md](https://advisorcensus.com/firm/chilton-capital-management-llc-houston-tx-104592.md)) | 104592 | Houston, TX | SEC-registered investment adviser | $1 billion to $5 billion | 30 | % of assets |
| [Clear Trail Advisors, LLC](https://advisorcensus.com/firm/clear-trail-advisors-llc-houston-tx-337595) ([md](https://advisorcensus.com/firm/clear-trail-advisors-llc-houston-tx-337595.md)) | 337595 | Houston, TX | SEC-registered investment adviser | $500 million to $1 billion | 1 | % of assets, Hourly, Fixed fee |
| [Corda Investment Management, LLC](https://advisorcensus.com/firm/corda-investment-management-llc-houston-tx-108046) ([md](https://advisorcensus.com/firm/corda-investment-management-llc-houston-tx-108046.md)) | 108046 | Houston, TX | SEC-registered investment adviser | $1 billion to $5 billion | 26 | % of assets |
| [Core Capital Management and Research Inc.](https://advisorcensus.com/firm/core-capital-management-and-research-inc-houston-tx-146285) ([md](https://advisorcensus.com/firm/core-capital-management-and-research-inc-houston-tx-146285.md)) | 146285 | Houston, TX | SEC-registered investment adviser | $100 million to $500 million | 15 | % of assets, Fixed fee |
| [Core Capital Management, LLC](https://advisorcensus.com/firm/core-capital-management-llc-the-woodlands-tx-120678) ([md](https://advisorcensus.com/firm/core-capital-management-llc-the-woodlands-tx-120678.md)) | 120678 | The Woodlands, TX | State-registered investment adviser | $25 million to $100 million | 25 | % of assets |
| [Cove Wealth Management](https://advisorcensus.com/firm/cove-wealth-management-houston-tx-114236) ([md](https://advisorcensus.com/firm/cove-wealth-management-houston-tx-114236.md)) | 114236 | Houston, TX | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly, Fixed fee |
| [Crimson Management](https://advisorcensus.com/firm/crimson-management-houston-tx-111779) ([md](https://advisorcensus.com/firm/crimson-management-houston-tx-111779.md)) | 111779 | Houston, TX | SEC-registered investment adviser | $100 million to $500 million | 22 | % of assets |
| [Crossmark Global Investments, Inc.](https://advisorcensus.com/firm/crossmark-global-investments-inc-houston-tx-113360) ([md](https://advisorcensus.com/firm/crossmark-global-investments-inc-houston-tx-113360.md)) | 113360 | Houston, TX | SEC-registered investment adviser | Over $5 billion | 44 | % of assets |
| [Crossmark Wealth Management, LLC](https://advisorcensus.com/firm/crossmark-wealth-management-llc-houston-tx-289004) ([md](https://advisorcensus.com/firm/crossmark-wealth-management-llc-houston-tx-289004.md)) | 289004 | Houston, TX | SEC-registered investment adviser | $1 billion to $5 billion | 9 | % of assets, Fixed fee |
| [Cypress Asset Management Inc](https://advisorcensus.com/firm/cypress-asset-management-inc-houston-tx-106593) ([md](https://advisorcensus.com/firm/cypress-asset-management-inc-houston-tx-106593.md)) | 106593 | Houston, TX | SEC-registered investment adviser | $100 million to $500 million | 30 | % of assets |
| [Diamond Client Group, LLC](https://advisorcensus.com/firm/diamond-client-group-llc-the-woodlands-tx-310570) ([md](https://advisorcensus.com/firm/diamond-client-group-llc-the-woodlands-tx-310570.md)) | 310570 | The Woodlands, TX | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Doliver Advisors, L.P.](https://advisorcensus.com/firm/doliver-advisors-l-p-houston-tx-106247) ([md](https://advisorcensus.com/firm/doliver-advisors-l-p-houston-tx-106247.md)) | 106247 | Houston, TX | SEC-registered investment adviser | $500 million to $1 billion | 33 | % of assets, Performance fee |
| [DP Capital Management Inc.](https://advisorcensus.com/firm/dp-capital-management-inc-katy-tx-145776) ([md](https://advisorcensus.com/firm/dp-capital-management-inc-katy-tx-145776.md)) | 145776 | Katy, TX | State-registered investment adviser | $25 million to $100 million | 18 | % of assets, Hourly, Fixed fee |
| [E & G Advisors, LLC](https://advisorcensus.com/firm/e-and-g-advisors-llc-houston-tx-130550) ([md](https://advisorcensus.com/firm/e-and-g-advisors-llc-houston-tx-130550.md)) | 130550 | Houston, TX | SEC-registered investment adviser | $500 million to $1 billion | 12 | % of assets |
| [Eagle Global Advisors LLC](https://advisorcensus.com/firm/eagle-global-advisors-llc-houston-tx-107306) ([md](https://advisorcensus.com/firm/eagle-global-advisors-llc-houston-tx-107306.md)) | 107306 | Houston, TX | SEC-registered investment adviser | $1 billion to $5 billion | 29 | % of assets, Performance fee |
| [Early McClintic & McMillan, LLC](https://advisorcensus.com/firm/early-mcclintic-and-mcmillan-llc-stafford-tx-288427) ([md](https://advisorcensus.com/firm/early-mcclintic-and-mcmillan-llc-stafford-tx-288427.md)) | 288427 | Stafford, TX | SEC-registered investment adviser | $500 million to $1 billion | 9 | % of assets |
| [Encompass Advisory Services, LLC](https://advisorcensus.com/firm/encompass-advisory-services-llc-katy-tx-283574) ([md](https://advisorcensus.com/firm/encompass-advisory-services-llc-katy-tx-283574.md)) | 283574 | Katy, TX | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Subscription, Fixed fee |
| [Fayez Sarofim & Co.](https://advisorcensus.com/firm/fayez-sarofim-and-co-houston-tx-106584) ([md](https://advisorcensus.com/firm/fayez-sarofim-and-co-houston-tx-106584.md)) | 106584 | Houston, TX | SEC-registered investment adviser | Over $5 billion | 68 | % of assets |
| [Fifth Generation Advisers](https://advisorcensus.com/firm/fifth-generation-advisers-houston-tx-340921) ([md](https://advisorcensus.com/firm/fifth-generation-advisers-houston-tx-340921.md)) | 340921 | Houston, TX | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Fortiter Wealth Management, LLC](https://advisorcensus.com/firm/fortiter-wealth-management-llc-houston-tx-169577) ([md](https://advisorcensus.com/firm/fortiter-wealth-management-llc-houston-tx-169577.md)) | 169577 | Houston, TX | SEC-registered investment adviser | $100 million to $500 million | 12 | % of assets |
| [Founders Capital Management Inc](https://advisorcensus.com/firm/founders-capital-management-inc-houston-tx-111164) ([md](https://advisorcensus.com/firm/founders-capital-management-inc-houston-tx-111164.md)) | 111164 | Houston, TX | SEC-registered investment adviser | $100 million to $500 million | 31 | % of assets |
| [Garcia Hamilton & Associates LP](https://advisorcensus.com/firm/garcia-hamilton-and-associates-lp-houston-tx-108017) ([md](https://advisorcensus.com/firm/garcia-hamilton-and-associates-lp-houston-tx-108017.md)) | 108017 | Houston, TX | SEC-registered investment adviser | Over $5 billion | 27 | % of assets, Performance fee |
| [GFS Advisors LLC](https://advisorcensus.com/firm/gfs-advisors-llc-houston-tx-143110) ([md](https://advisorcensus.com/firm/gfs-advisors-llc-houston-tx-143110.md)) | 143110 | Houston, TX | SEC-registered investment adviser | $1 billion to $5 billion | 19 | % of assets, Performance fee |
| [GMI Global Partners LLC](https://advisorcensus.com/firm/gmi-global-partners-llc-houston-tx-328066) ([md](https://advisorcensus.com/firm/gmi-global-partners-llc-houston-tx-328066.md)) | 328066 | Houston, TX | State-registered investment adviser | Under $25 million | 1 | % of assets, Performance fee |
| [Goodman Financial Corporation](https://advisorcensus.com/firm/goodman-financial-corporation-houston-tx-114637) ([md](https://advisorcensus.com/firm/goodman-financial-corporation-houston-tx-114637.md)) | 114637 | Houston, TX | SEC-registered investment adviser | $500 million to $1 billion | 24 | % of assets, Hourly |
| [Granite Harbor Advisors, Inc.](https://advisorcensus.com/firm/granite-harbor-advisors-inc-houston-tx-179523) ([md](https://advisorcensus.com/firm/granite-harbor-advisors-inc-houston-tx-179523.md)) | 179523 | Houston, TX | SEC-registered investment adviser | $500 million to $1 billion | 9 | % of assets, Hourly, Fixed fee, Performance fee |
| [Haven Wealth Group](https://advisorcensus.com/firm/haven-wealth-group-houston-tx-148099) ([md](https://advisorcensus.com/firm/haven-wealth-group-houston-tx-148099.md)) | 148099 | Houston, TX | SEC-registered investment adviser | $500 million to $1 billion | 18 | % of assets, Other |
| [Heights Investment Partners, LLC](https://advisorcensus.com/firm/heights-investment-partners-llc-houston-tx-284688) ([md](https://advisorcensus.com/firm/heights-investment-partners-llc-houston-tx-284688.md)) | 284688 | Houston, TX | State-registered investment adviser | $25 million to $100 million | 10 | % of assets |
| [Helios Wealth Advisors, LLC](https://advisorcensus.com/firm/helios-wealth-advisors-llc-pearland-tx-134444) ([md](https://advisorcensus.com/firm/helios-wealth-advisors-llc-pearland-tx-134444.md)) | 134444 | Pearland, TX | State-registered investment adviser | $25 million to $100 million | 20 | % of assets, Hourly, Fixed fee |
| [HFG Wealth Management, LLC](https://advisorcensus.com/firm/hfg-wealth-management-llc-the-woodlands-tx-148406) ([md](https://advisorcensus.com/firm/hfg-wealth-management-llc-the-woodlands-tx-148406.md)) | 148406 | The Woodlands, TX | SEC-registered investment adviser | $500 million to $1 billion | 17 | % of assets, Hourly, Fixed fee |
| [Homage Wealth Group LLC](https://advisorcensus.com/firm/homage-wealth-group-llc-houston-tx-340589) ([md](https://advisorcensus.com/firm/homage-wealth-group-llc-houston-tx-340589.md)) | 340589 | Houston, TX | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Horizon Wealth Advisors](https://advisorcensus.com/firm/horizon-wealth-advisors-houston-tx-114102) ([md](https://advisorcensus.com/firm/horizon-wealth-advisors-houston-tx-114102.md)) | 114102 | Houston, TX | SEC-registered investment adviser | $100 million to $500 million | 23 | % of assets, Fixed fee |
| [Hourglass Capital, LLC](https://advisorcensus.com/firm/hourglass-capital-llc-houston-tx-147754) ([md](https://advisorcensus.com/firm/hourglass-capital-llc-houston-tx-147754.md)) | 147754 | Houston, TX | SEC-registered investment adviser | $500 million to $1 billion | 18 | % of assets, Performance fee |
| [Houston Wealth Advisers, LLC.](https://advisorcensus.com/firm/houston-wealth-advisers-llc-houston-tx-299442) ([md](https://advisorcensus.com/firm/houston-wealth-advisers-llc-houston-tx-299442.md)) | 299442 | Houston, TX | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Other |
| [IAS Wealth Management, Inc.](https://advisorcensus.com/firm/ias-wealth-management-inc-the-woodlands-tx-112486) ([md](https://advisorcensus.com/firm/ias-wealth-management-inc-the-woodlands-tx-112486.md)) | 112486 | The Woodlands, TX | SEC-registered investment adviser | $500 million to $1 billion | 24 | % of assets, Hourly, Fixed fee |
| [Icon Wealth Partners](https://advisorcensus.com/firm/icon-wealth-partners-houston-tx-319609) ([md](https://advisorcensus.com/firm/icon-wealth-partners-houston-tx-319609.md)) | 319609 | Houston, TX | SEC-registered investment adviser | $1 billion to $5 billion | 4 | % of assets, Other |

- Next page: https://advisorcensus.com/advisors/tx/houston/for-charities/page/2.md

## Questions people ask

**Which financial advisors in Houston, TX work with charitable organizations?**
99 investment advisory firms with a principal office in the Houston metro area report charitable organizations 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.

**How many financial advisory firms are there in Houston, TX?**
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.

**How many fee-only financial advisors are in Houston, TX?**
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.

**How many financial advisors in Houston, TX offer financial planning?**
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.

**Are the financial advisors in Houston, TX fiduciaries?**
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.

**How do I check whether a financial advisor has disciplinary disclosures?**
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.

**Does AdvisorCensus rate, verify, or recommend these firms?**
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.

**What does regulatory assets under management mean?**
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.

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Cite as: AdvisorCensus. Financial advisors for charitable organizations in Houston, TX: 99 firms from Form ADV filings as of October 2026.