{ "path": "/advisors/tx/houston/for-high-net-worth-individuals", "url": "https://advisorcensus.com/advisors/tx/houston/for-high-net-worth-individuals/page/2", "page_type": "metro_answer", "title": "Financial advisors for high-net-worth individuals in Houston, TX", "filters": {}, "scope_total": 303, "faq": [ { "q": "Which financial advisors in Houston, TX work with high-net-worth individuals?", "a": "303 investment advisory firms with a principal office in the Houston metro area report high-net-worth individuals 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 high-net-worth individuals. AdvisorCensus lists 303 investment advisory firms with a principal office in the Houston metro area that report high-net-worth individuals 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 high-net-worth individuals in Houston, TX: 303 firms from Form ADV filings as of October 2026.", "total_firms": 303, "page": 2, "total_pages": 7, "sort": "name", "registration_types": { "sec": 184, "state": 119, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 122 }, { "code": "percentage_of_aum", "count": 294 }, { "code": "hourly", "count": 129 }, { "code": "subscription", "count": 5 }, { "code": "fixed", "count": 171 }, { "code": "commissions", "count": 0 }, { "code": "performance_based", "count": 34 }, { "code": "other", "count": 26 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 87 }, { "code": "5_to_9", "count": 87 }, { "code": "10_to_19", "count": 68 }, { "code": "20_plus", "count": 61 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 45 }, { "code": "25m_100m", "count": 64 }, { "code": "100m_500m", "count": 103 }, { "code": "500m_1b", "count": 44 }, { "code": "1b_5b", "count": 33 }, { "code": "over_5b", "count": 9 }, { "code": "not_reported", "count": 5 } ], "firms": [ { "crd_number": 310277, "name": "Childress Capital Advisors, LLC", "name_as_filed": "CHILDRESS CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/childress-capital-advisors-llc-houston-tx-310277", "city": "Houston", "state": "TX", "years_registered": 6, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 104592, "name": "Chilton Capital Management LLC", "name_as_filed": "CHILTON CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/chilton-capital-management-llc-houston-tx-104592", "city": "Houston", "state": "TX", "years_registered": 30, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 154238, "name": "CHJ Wealth Management", "name_as_filed": "CHJ WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/chj-wealth-management-the-woodlands-tx-154238", "city": "The Woodlands", "state": "TX", "years_registered": 16, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 170362, "name": "Chung WU Investment Group, LLC", "name_as_filed": "CHUNG WU INVESTMENT GROUP, LLC", "url": "https://advisorcensus.com/firm/chung-wu-investment-group-llc-sugar-land-tx-170362", "city": "Sugar Land", "state": "TX", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 337595, "name": "Clear Trail Advisors, LLC", "name_as_filed": "CLEAR TRAIL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/clear-trail-advisors-llc-houston-tx-337595", "city": "Houston", "state": "TX", "years_registered": 1, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 304831, "name": "Concert Financial Planning, LLC", "name_as_filed": "CONCERT FINANCIAL PLANNING, LLC", "url": "https://advisorcensus.com/firm/concert-financial-planning-llc-houston-tx-304831", "city": "Houston", "state": "TX", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 293564, "name": "Concurrent Wealth Management", "name_as_filed": "CONCURRENT WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/concurrent-wealth-management-houston-tx-293564", "city": "Houston", "state": "TX", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "subscription", "fixed" ], "enhanced": false }, { "crd_number": 300451, "name": "Cooksen Wealth, LLC", "name_as_filed": "COOKSEN WEALTH, LLC", "url": "https://advisorcensus.com/firm/cooksen-wealth-llc-the-woodlands-tx-300451", "city": "The Woodlands", "state": "TX", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 108046, "name": "Corda Investment Management, LLC", "name_as_filed": "CORDA INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/corda-investment-management-llc-houston-tx-108046", "city": "Houston", "state": "TX", "years_registered": 26, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 146285, "name": "Core Capital Management and Research Inc.", "name_as_filed": "CORE CAPITAL MANAGEMENT AND RESEARCH INC.", "url": "https://advisorcensus.com/firm/core-capital-management-and-research-inc-houston-tx-146285", "city": "Houston", "state": "TX", "years_registered": 15, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 120678, "name": "Core Capital Management, LLC", "name_as_filed": "CORE CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/core-capital-management-llc-the-woodlands-tx-120678", "city": "The Woodlands", "state": "TX", "years_registered": 25, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 114236, "name": "Cove Wealth Management", "name_as_filed": "COVE WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/cove-wealth-management-houston-tx-114236", "city": "Houston", "state": "TX", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 111779, "name": "Crimson Management", "name_as_filed": "CRIMSON MANAGEMENT", "url": "https://advisorcensus.com/firm/crimson-management-houston-tx-111779", "city": "Houston", "state": "TX", "years_registered": 22, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 281642, "name": "Cris Capital, Ltd.", "name_as_filed": "CRIS CAPITAL, LTD.", "url": "https://advisorcensus.com/firm/cris-capital-ltd-katy-tx-281642", "city": "Katy", "state": "TX", "years_registered": 10, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 113360, "name": "Crossmark Global Investments, Inc.", "name_as_filed": "CROSSMARK GLOBAL INVESTMENTS, INC.", "url": "https://advisorcensus.com/firm/crossmark-global-investments-inc-houston-tx-113360", "city": "Houston", "state": "TX", "years_registered": 44, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 289004, "name": "Crossmark Wealth Management, LLC", "name_as_filed": "CROSSMARK WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/crossmark-wealth-management-llc-houston-tx-289004", "city": "Houston", "state": "TX", "years_registered": 9, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 150076, "name": "Crosswell Family Wealth Advisors", "name_as_filed": "CROSSWELL FAMILY WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/crosswell-family-wealth-advisors-the-woodlands-tx-150076", "city": "The Woodlands", "state": "TX", "years_registered": 17, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 106593, "name": "Cypress Asset Management Inc", "name_as_filed": "CYPRESS ASSET MANAGEMENT INC", "url": "https://advisorcensus.com/firm/cypress-asset-management-inc-houston-tx-106593", "city": "Houston", "state": "TX", "years_registered": 30, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 116324, "name": "D.H. Hill Advisors, Inc.", "name_as_filed": "D.H. HILL ADVISORS, INC.", "url": "https://advisorcensus.com/firm/d-h-hill-advisors-inc-kingwood-tx-116324", "city": "Kingwood", "state": "TX", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 163698, "name": "Dancourt Management, LLC", "name_as_filed": "DANCOURT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/dancourt-management-llc-houston-tx-163698", "city": "Houston", "state": "TX", "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 310570, "name": "Diamond Client Group, LLC", "name_as_filed": "DIAMOND CLIENT GROUP, LLC", "url": "https://advisorcensus.com/firm/diamond-client-group-llc-the-woodlands-tx-310570", "city": "The Woodlands", "state": "TX", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 169000, "name": "Direwolf Wealth Management, LLC", "name_as_filed": "DIREWOLF WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/direwolf-wealth-management-llc-woodlands-tx-169000", "city": "Woodlands", "state": "TX", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 106247, "name": "Doliver Advisors, L.P.", "name_as_filed": "DOLIVER ADVISORS, L.P.", "url": "https://advisorcensus.com/firm/doliver-advisors-l-p-houston-tx-106247", "city": "Houston", "state": "TX", "years_registered": 33, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 124124, "name": "Domani Investments Inc.", "name_as_filed": "DOMANI INVESTMENTS INC.", "url": "https://advisorcensus.com/firm/domani-investments-inc-sugar-land-tx-124124", "city": "Sugar Land", "state": "TX", "years_registered": 23, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 145776, "name": "DP Capital Management Inc.", "name_as_filed": "DP CAPITAL MANAGEMENT INC.", "url": "https://advisorcensus.com/firm/dp-capital-management-inc-katy-tx-145776", "city": "Katy", "state": "TX", "years_registered": 18, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 318676, "name": "Durable Dividend Growth Strategies, L.P.", "name_as_filed": "DURABLE DIVIDEND GROWTH STRATEGIES, L.P.", "url": "https://advisorcensus.com/firm/durable-dividend-growth-strategies-l-p-kemah-tx-318676", "city": "Kemah", "state": "TX", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 130550, "name": "E & G Advisors, LLC", "name_as_filed": "E & G ADVISORS, LLC", "url": "https://advisorcensus.com/firm/e-and-g-advisors-llc-houston-tx-130550", "city": "Houston", "state": "TX", "years_registered": 12, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 288427, "name": "Early McClintic & McMillan, LLC", "name_as_filed": "EARLY MCCLINTIC & MCMILLAN, LLC", "url": "https://advisorcensus.com/firm/early-mcclintic-and-mcmillan-llc-stafford-tx-288427", "city": "Stafford", "state": "TX", "years_registered": 9, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 159196, "name": "Edgar Investment Management, LLC", "name_as_filed": "EDGAR INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/edgar-investment-management-llc-houston-tx-159196", "city": "Houston", "state": "TX", "years_registered": 14, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 167761, "name": "EMC Capital Management, LLC", "name_as_filed": "EMC CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/emc-capital-management-llc-houston-tx-167761", "city": "Houston", "state": "TX", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 283574, "name": "Encompass Advisory Services, LLC", "name_as_filed": "ENCOMPASS ADVISORY SERVICES, LLC", "url": "https://advisorcensus.com/firm/encompass-advisory-services-llc-katy-tx-283574", "city": "Katy", "state": "TX", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "subscription", "fixed" ], "enhanced": false }, { "crd_number": 324925, "name": "Endeavor Advisors, LLC", "name_as_filed": "ENDEAVOR ADVISORS, LLC", "url": "https://advisorcensus.com/firm/endeavor-advisors-llc-the-woodlands-tx-324925", "city": "The Woodlands", "state": "TX", "years_registered": 2, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 289132, "name": "Envisionvest", "name_as_filed": "ENVISIONVEST", "url": "https://advisorcensus.com/firm/envisionvest-houston-tx-289132", "city": "Houston", "state": "TX", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 171463, "name": "Epiphany Wealth Management", "name_as_filed": "EPIPHANY WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/epiphany-wealth-management-houston-tx-171463", "city": "Houston", "state": "TX", "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 311785, "name": "Equilibria Wealth Management, LLC", "name_as_filed": "EQUILIBRIA WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/equilibria-wealth-management-llc-katy-tx-311785", "city": "Katy", "state": "TX", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 168009, "name": "Erguz, LLC", "name_as_filed": "ERGUZ, LLC", "url": "https://advisorcensus.com/firm/erguz-llc-the-woodlands-tx-168009", "city": "The Woodlands", "state": "TX", "years_registered": 13, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 282114, "name": "Evan Capital", "name_as_filed": "EVAN CAPITAL", "url": "https://advisorcensus.com/firm/evan-capital-houston-tx-282114", "city": "Houston", "state": "TX", "years_registered": 10, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 106584, "name": "Fayez Sarofim & Co.", "name_as_filed": "FAYEZ SAROFIM & CO.", "url": "https://advisorcensus.com/firm/fayez-sarofim-and-co-houston-tx-106584", "city": "Houston", "state": "TX", "years_registered": 68, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 110658, "name": "FCA Corp", "name_as_filed": "FCA CORP", "url": "https://advisorcensus.com/firm/fca-corp-houston-tx-110658", "city": "Houston", "state": "TX", "years_registered": 42, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 340921, "name": "Fifth Generation Advisers", "name_as_filed": "FIFTH GENERATION ADVISERS", "url": "https://advisorcensus.com/firm/fifth-generation-advisers-houston-tx-340921", "city": "Houston", "state": "TX", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 304260, "name": "Finamex Asset Management, LLC", "name_as_filed": "FINAMEX ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/finamex-asset-management-llc-houston-tx-304260", "city": "Houston", "state": "TX", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 305120, "name": "Financial Cornerstones, LLC", "name_as_filed": "FINANCIAL CORNERSTONES, LLC", "url": "https://advisorcensus.com/firm/financial-cornerstones-llc-the-woodlands-tx-305120", "city": "The Woodlands", "state": "TX", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 114822, "name": "Financial Planning Services", "name_as_filed": "FINANCIAL PLANNING SERVICES", "url": "https://advisorcensus.com/firm/financial-planning-services-the-woodlands-tx-114822", "city": "The Woodlands", "state": "TX", "years_registered": 15, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 105643, "name": "Financial Synergies", "name_as_filed": "FINANCIAL SYNERGIES", "url": "https://advisorcensus.com/firm/financial-synergies-houston-tx-105643", "city": "Houston", "state": "TX", "years_registered": 39, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 165425, "name": "Focus Wealth Advisors, LLC", "name_as_filed": "FOCUS WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/focus-wealth-advisors-llc-houston-tx-165425", "city": "Houston", "state": "TX", "years_registered": 13, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 283998, "name": "Fogarty Wealth Management, Inc.", "name_as_filed": "FOGARTY WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/fogarty-wealth-management-inc-missouri-city-tx-283998", "city": "Missouri City", "state": "TX", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 322623, "name": "Forth Capital (USA), LLC", "name_as_filed": "FORTH CAPITAL (USA), LLC", "url": "https://advisorcensus.com/firm/forth-capital-usa-llc-houston-tx-322623", "city": "Houston", "state": "TX", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 304547, "name": "Forthright Family Wealth Advisory LLC", "name_as_filed": "FORTHRIGHT FAMILY WEALTH ADVISORY LLC", "url": "https://advisorcensus.com/firm/forthright-family-wealth-advisory-llc-houston-tx-304547", "city": "Houston", "state": "TX", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 169577, "name": "Fortiter Wealth Management, LLC", "name_as_filed": "FORTITER WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/fortiter-wealth-management-llc-houston-tx-169577", "city": "Houston", "state": "TX", 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