AdvisorCensus / Financial advisors / Texas / Houston, TX / New firms
New investment advisory firms in Houston, TX
47 investment advisory firms in Houston, TX first appeared on the SEC's monthly lists of registered advisers or exempt reporting advisers in the last twelve months of data, newest first, under the month of the list they first appeared on. New state registrations are not included, because AdvisorCensus began capturing state data in September 2026. Each entry links to the firm's filing. Rebuilt monthly.
All firms headquartered in Houston, TX · Atom feed · How this list is built
October 2026 (4)
September 2026 (3)
August 2026 (3)
July 2026 (1)
June 2026 (2)
May 2026 (5)
April 2026 (7)
| Firm | Location | Registration |
|---|
| Allegro Mineral Partners LLC | Houston, TX | SEC-registered investment adviser |
| Legacy Chief Financial Office, LLC | Shenandoah, TX | SEC-registered investment adviser |
| MDT Financial Advisors, LLC | Webster, TX | SEC-registered investment adviser |
| Pontem Investment Management Company | Houston, TX | SEC-registered investment adviser |
| Shelter Wealth Strategies, LLC | Houston, TX | SEC-registered investment adviser |
| South Loop Ventures Management, LLC | Houston, TX | Exempt reporting adviser |
| The Energy & Minerals Group LP | Houston, TX | SEC-registered investment adviser |
March 2026 (3)
February 2026 (4)
January 2026 (5)
December 2025 (10)
| Firm | Location | Registration |
|---|
| A3 Capital Advisors | Houston, TX | SEC-registered investment adviser |
| ARA GC Partners, LLC | Houston, TX | SEC-registered investment adviser |
| CAZ GP Stakes Adviser LLC | Houston, TX | SEC-registered investment adviser |
| Clear Trail Advisors, LLC | Houston, TX | SEC-registered investment adviser |
| Encore Global Management LP | Houston, TX | SEC-registered investment adviser |
| GLT Ventures LLC | Houston, TX | Exempt reporting adviser |
| Gutierrez Funds LLC | Houston, TX | Exempt reporting adviser |
| McKinney Capital Management | Houston, TX | SEC-registered investment adviser |
| Nestvst | Sugar Land, TX | SEC-registered investment adviser |
| Sagestreet | Houston, TX | Exempt reporting adviser |
Source: month-to-month comparison of the SEC's monthly adviser data and the state compilation feed. A firm appears in the month it first shows up as registered or reporting.
Cite this page
AdvisorCensus. New investment advisory firms in Houston, TX. https://advisorcensus.com/advisors/tx/houston/new-firms
https://advisorcensus.com/advisors/tx/houston/new-firms
