{ "path": "/advisors/tx/houston", "url": "https://advisorcensus.com/advisors/tx/houston/page/2", "page_type": "metro", "title": "Financial advisors in Houston, TX", "filters": {}, "scope_total": 661, "faq": [ { "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": "AdvisorCensus lists 661 investment advisory firms with a principal office in the Houston metro area, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "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 in Houston, TX: 661 firms from Form ADV filings as of October 2026.", "total_firms": 661, "page": 2, "total_pages": 14, "sort": "name", "registration_types": { "sec": 303, "state": 203, "exempt": 155 }, "fee_model_mix": [ { "code": "fee-only", "count": 158 }, { "code": "percentage_of_aum", "count": 460 }, { "code": "hourly", "count": 165 }, { "code": "subscription", "count": 6 }, { "code": "fixed", "count": 222 }, { "code": "commissions", "count": 2 }, { "code": "performance_based", "count": 136 }, { "code": "other", "count": 70 }, { "code": "not_reported", "count": 155 } ], "years_registered_distribution": [ { "code": "under_5", "count": 285 }, { "code": "5_to_9", "count": 155 }, { "code": "10_to_19", "count": 121 }, { "code": "20_plus", "count": 85 }, { "code": "not_reported", "count": 15 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 103 }, { "code": "25m_100m", "count": 69 }, { "code": "100m_500m", "count": 140 }, { "code": "500m_1b", "count": 63 }, { "code": "1b_5b", "count": 67 }, { "code": "over_5b", "count": 22 }, { "code": "not_reported", "count": 197 } ], "firms": [ { "crd_number": 299459, "name": "Assurance Wealth Management", "name_as_filed": "ASSURANCE WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/assurance-wealth-management-the-woodlands-tx-299459", "city": "The Woodlands", "state": "TX", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 334453, "name": "Astraeus Global Management, LLC", "name_as_filed": "ASTRAEUS GLOBAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/astraeus-global-management-llc-houston-tx-334453", "city": "Houston", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 344797, "name": "Athari International LLC", "name_as_filed": "ATHARI INTERNATIONAL LLC", "url": "https://advisorcensus.com/firm/athari-international-llc-houston-tx-344797", "city": "Houston", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 173624, "name": "Autumn Lane Advisors, LLC", "name_as_filed": "AUTUMN LANE ADVISORS, LLC", "url": "https://advisorcensus.com/firm/autumn-lane-advisors-llc-houston-tx-173624", "city": "Houston", "state": "TX", "years_registered": 11, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 340942, "name": "Avanzza Investments LLC", "name_as_filed": "AVANZZA INVESTMENTS LLC", "url": "https://advisorcensus.com/firm/avanzza-investments-llc-the-woodlands-tx-340942", "city": "The Woodlands", "state": "TX", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 127186, "name": "Avidian Wealth Solutions", "name_as_filed": "AVIDIAN WEALTH SOLUTIONS", "url": "https://advisorcensus.com/firm/avidian-wealth-solutions-houston-tx-127186", "city": "Houston", "state": "TX", "years_registered": 21, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 134242, "name": "Avion Wealth", "name_as_filed": "AVION WEALTH", "url": "https://advisorcensus.com/firm/avion-wealth-the-woodlands-tx-134242", "city": "The Woodlands", "state": "TX", "years_registered": 11, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 341005, "name": "Awaken Wealth Partners LLC", "name_as_filed": "AWAKEN WEALTH PARTNERS LLC", "url": "https://advisorcensus.com/firm/awaken-wealth-partners-llc-houston-tx-341005", "city": "Houston", "state": "TX", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 144351, "name": "AWM Financial Services Inc.", "name_as_filed": "AWM FINANCIAL SERVICES INC.", "url": "https://advisorcensus.com/firm/awm-financial-services-inc-the-woodlands-tx-144351", "city": "The Woodlands", "state": "TX", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "other" ], "enhanced": false }, { "crd_number": 338917, "name": "B.D. Sterling", "name_as_filed": "B.D. STERLING", "url": "https://advisorcensus.com/firm/b-d-sterling-sugar-land-tx-338917", "city": "Sugar Land", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 290555, "name": "Banorte Asset Management, Inc.", "name_as_filed": "BANORTE ASSET MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/banorte-asset-management-inc-houston-tx-290555", "city": "Houston", "state": "TX", "years_registered": 7, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 318595, "name": "Bayou Bridge Capital Advisors, LLC", "name_as_filed": "BAYOU BRIDGE CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/bayou-bridge-capital-advisors-llc-houston-tx-318595", "city": "Houston", "state": "TX", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 283269, "name": "Bayou City Energy", "name_as_filed": "BAYOU CITY ENERGY", "url": "https://advisorcensus.com/firm/bayou-city-energy-houston-tx-283269", "city": "Houston", "state": "TX", "years_registered": 10, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 309659, "name": "Bayou Street Private Securities LLC", "name_as_filed": "BAYOU STREET PRIVATE SECURITIES LLC", "url": "https://advisorcensus.com/firm/bayou-street-private-securities-llc-houston-tx-309659", "city": "Houston", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 106164, "name": "Beacon Financial Advisors Ltd", "name_as_filed": "BEACON FINANCIAL ADVISORS LTD", "url": "https://advisorcensus.com/firm/beacon-financial-advisors-ltd-houston-tx-106164", "city": "Houston", "state": "TX", "years_registered": 33, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 297938, "name": "Beacon Financial Planners, Inc", "name_as_filed": "BEACON FINANCIAL PLANNERS, INC", "url": "https://advisorcensus.com/firm/beacon-financial-planners-inc-houston-tx-297938", "city": "Houston", "state": "TX", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 332761, "name": "Bee Financial Partners Wealth, LLC", "name_as_filed": "BEE FINANCIAL PARTNERS WEALTH, LLC", "url": "https://advisorcensus.com/firm/bee-financial-partners-wealth-llc-houston-tx-332761", "city": "Houston", "state": "TX", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 143543, "name": "Bellatore Financial, Inc.", "name_as_filed": "BELLATORE FINANCIAL, INC.", "url": "https://advisorcensus.com/firm/bellatore-financial-inc-the-woodlands-tx-143543", "city": "The Woodlands", "state": "TX", "years_registered": 19, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 175286, "name": "Benzer Capital", "name_as_filed": "BENZER CAPITAL", "url": "https://advisorcensus.com/firm/benzer-capital-missouri-city-tx-175286", "city": "Missouri City", "state": "TX", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 131633, "name": "Beta Management Consulting", "name_as_filed": "BETA MANAGEMENT CONSULTING", "url": "https://advisorcensus.com/firm/beta-management-consulting-houston-tx-131633", "city": "Houston", "state": "TX", "years_registered": 32, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 316510, "name": "Beyond Global Management, LLC", "name_as_filed": "BEYOND GLOBAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/beyond-global-management-llc-houston-tx-316510", "city": "Houston", "state": "TX", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 327273, "name": "BF, LLC", "name_as_filed": "BF, LLC", "url": "https://advisorcensus.com/firm/bf-llc-houston-tx-327273", "city": "Houston", "state": "TX", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 335283, "name": "Binvesting", "name_as_filed": "BINVESTING", "url": "https://advisorcensus.com/firm/binvesting-houston-tx-335283", "city": "Houston", "state": "TX", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 240790, "name": "Bison Interests, LLC", "name_as_filed": "BISON INTERESTS, LLC", "url": "https://advisorcensus.com/firm/bison-interests-llc-bellaire-tx-240790", "city": "Bellaire", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 149775, "name": "Bison Investment Advisors, LLC", "name_as_filed": "BISON INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/bison-investment-advisors-llc-the-woodlands-tx-149775", "city": "The Woodlands", "state": "TX", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 139804, "name": "Blackgold Capital Management LP", "name_as_filed": "BLACKGOLD CAPITAL MANAGEMENT LP", "url": "https://advisorcensus.com/firm/blackgold-capital-management-lp-houston-tx-139804", "city": "Houston", "state": "TX", "years_registered": 20, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 316402, "name": "Bloctech Management, LLC", "name_as_filed": "BLOCTECH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/bloctech-management-llc-montgomery-tx-316402", "city": "Montgomery", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 324122, "name": "Blue AI Capital Management LLC", "name_as_filed": "BLUE AI CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/blue-ai-capital-management-llc-katy-tx-324122", "city": "Katy", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 314727, "name": "Blue Aris", "name_as_filed": "BLUE ARIS", "url": "https://advisorcensus.com/firm/blue-aris-spring-tx-314727", "city": "Spring", "state": "TX", "years_registered": 5, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 292136, "name": "Blueprint 360 LLC", "name_as_filed": "BLUEPRINT 360 LLC", "url": "https://advisorcensus.com/firm/blueprint-360-llc-houston-tx-292136", "city": "Houston", "state": "TX", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 332779, "name": "BPW Advisory Services LLC", "name_as_filed": "BPW ADVISORY SERVICES LLC", "url": "https://advisorcensus.com/firm/bpw-advisory-services-llc-houston-tx-332779", "city": "Houston", "state": "TX", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 107657, "name": "Branson Fowlkes & Co Inc", "name_as_filed": "BRANSON FOWLKES & CO INC", "url": "https://advisorcensus.com/firm/branson-fowlkes-and-co-inc-houston-tx-107657", "city": "Houston", "state": "TX", "years_registered": 33, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 107656, "name": "Branson Fowlkes Russell Inc", "name_as_filed": "BRANSON FOWLKES RUSSELL INC", "url": "https://advisorcensus.com/firm/branson-fowlkes-russell-inc-houston-tx-107656", "city": "Houston", "state": "TX", "years_registered": 35, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 147775, "name": "Brasada Capital Management, LP", "name_as_filed": "BRASADA CAPITAL MANAGEMENT, LP", "url": "https://advisorcensus.com/firm/brasada-capital-management-lp-houston-tx-147775", "city": "Houston", "state": "TX", "years_registered": 13, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 317554, "name": "Bridge Capital Advisors", "name_as_filed": "BRIDGE CAPITAL ADVISORS", "url": "https://advisorcensus.com/firm/bridge-capital-advisors-houston-tx-317554", "city": "Houston", "state": "TX", "years_registered": 4, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 111441, "name": "Bridgeway Capital Management, LLC", "name_as_filed": "BRIDGEWAY CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/bridgeway-capital-management-llc-houston-tx-111441", "city": "Houston", "state": "TX", "years_registered": 33, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 301522, "name": "Bright Vision Wealth", "name_as_filed": "BRIGHT VISION WEALTH", "url": "https://advisorcensus.com/firm/bright-vision-wealth-the-woodlands-tx-301522", "city": "The Woodlands", "state": "TX", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 199514, "name": "Broadvail Capital Partners, LLC", "name_as_filed": "BROADVAIL CAPITAL PARTNERS, LLC", "url": "https://advisorcensus.com/firm/broadvail-capital-partners-llc-houston-tx-199514", "city": "Houston", "state": "TX", "years_registered": 11, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 304855, "name": "Brownlee Wealth Management", "name_as_filed": "BROWNLEE WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/brownlee-wealth-management-houston-tx-304855", "city": "Houston", "state": "TX", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 226647, "name": "Buckhorn Resources, LP", "name_as_filed": "BUCKHORN RESOURCES, LP", "url": "https://advisorcensus.com/firm/buckhorn-resources-lp-houston-tx-226647", "city": "Houston", "state": "TX", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 317904, "name": "Bull & Bear, LP", "name_as_filed": "BULL & BEAR, LP", "url": "https://advisorcensus.com/firm/bull-and-bear-lp-houston-tx-317904", "city": "Houston", "state": "TX", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 305840, "name": "Burke Wealth Management, LLC", "name_as_filed": "BURKE WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/burke-wealth-management-llc-houston-tx-305840", "city": "Houston", "state": "TX", "years_registered": 0, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 316686, "name": "BWS Investment Management, LLC", "name_as_filed": "BWS INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/bws-investment-management-llc-houston-tx-316686", "city": "Houston", "state": "TX", "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 313466, "name": "Calderwood Financial Strategies, Inc.", "name_as_filed": "CALDERWOOD FINANCIAL STRATEGIES, INC.", "url": "https://advisorcensus.com/firm/calderwood-financial-strategies-inc-houston-tx-313466", "city": "Houston", "state": "TX", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 114058, "name": "Callahan Advisors, LLC", "name_as_filed": "CALLAHAN ADVISORS, LLC", "url": "https://advisorcensus.com/firm/callahan-advisors-llc-houston-tx-114058", "city": "Houston", "state": "TX", "years_registered": 23, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 332229, "name": "Cambrian Analytica LP", "name_as_filed": "CAMBRIAN ANALYTICA LP", "url": "https://advisorcensus.com/firm/cambrian-analytica-lp-houston-tx-332229", "city": "Houston", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 148518, "name": "Camden Wealth Advisors LLC", "name_as_filed": "CAMDEN WEALTH ADVISORS LLC", "url": "https://advisorcensus.com/firm/camden-wealth-advisors-llc-houston-tx-148518", "city": "Houston", "state": "TX", "years_registered": 17, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 339557, "name": "Campbell Wealth Partners, LLC", "name_as_filed": "CAMPBELL WEALTH PARTNERS, LLC", "url": "https://advisorcensus.com/firm/campbell-wealth-partners-llc-sugar-land-tx-339557", "city": "Sugar Land", "state": "TX", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 325164, "name": "Cap Six Advisors", "name_as_filed": "CAP SIX ADVISORS", "url": "https://advisorcensus.com/firm/cap-six-advisors-houston-tx-325164", "city": "Houston", "state": "TX", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 134969, "name": "Capital Management Advisors LP", "name_as_filed": "CAPITAL MANAGEMENT ADVISORS LP", "url": "https://advisorcensus.com/firm/capital-management-advisors-lp-houston-tx-134969", "city": "Houston", "state": "TX", "years_registered": 16, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false } ], "states": [], "metros": [], "siblings": { "national": "/advisors", "state": { "path": "/advisors/tx", "label": "Financial advisors in Texas" }, "metro": { "path": "/advisors/tx/houston", "label": "Financial advisors in Houston, TX" }, "city_pages": [ { "path": "/advisors/tx/houston/the-woodlands", "label": "Financial advisors in The Woodlands, TX", "firm_count": 59 }, { "path": "/advisors/tx/houston/sugar-land", "label": "Financial advisors in Sugar Land, TX", "firm_count": 25 }, { "path": "/advisors/tx/houston/katy", "label": "Financial advisors in Katy, TX", "firm_count": 16 }, { "path": "/advisors/tx/houston/spring", "label": "Financial advisors in Spring, TX", "firm_count": 13 } ], "fee_pages": [ { "path": "/advisors/tx/houston/fee-only", "label": "Fee-only financial advisors in Houston, TX", "firm_count": 158 }, { "path": "/advisors/tx/houston/flat-fee", "label": "Flat-fee financial advisors in Houston, TX", "firm_count": 222 }, { "path": "/advisors/tx/houston/hourly", "label": "Hourly financial advisors in Houston, TX", "firm_count": 165 } ], "niche_pages": [ { "path": "/advisors/tx/houston/corporate-executives", "firm_count": 1, "label": "Financial advisors for corporate executives in Houston, TX" }, { "path": "/advisors/tx/houston/educators", "firm_count": 1, "label": "Financial advisors for educators in Houston, TX" }, { "path": "/advisors/tx/houston/retirees", "firm_count": 1, "label": "Financial advisors for retirees in Houston, TX" } ] }, "csv": "https://advisorcensus.com/advisors/tx/houston.csv", "source": { "name": "Form ADV", "as_of": "2026-10-01", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }