{ "path": "/advisors/tx/houston", "url": "https://advisorcensus.com/advisors/tx/houston/page/3", "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": 3, "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": 312295, "name": "Caplo Advisory LLC", "name_as_filed": "CAPLO ADVISORY LLC", "url": "https://advisorcensus.com/firm/caplo-advisory-llc-houston-tx-312295", "city": "Houston", "state": "TX", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 336766, "name": "Carabela Investments LLC", "name_as_filed": "CARABELA INVESTMENTS LLC", "url": "https://advisorcensus.com/firm/carabela-investments-llc-tomball-tx-336766", "city": "Tomball", "state": "TX", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 270008, "name": "Carnelian Energy Capital Management, LP", "name_as_filed": "CARNELIAN ENERGY CAPITAL MANAGEMENT, LP", "url": "https://advisorcensus.com/firm/carnelian-energy-capital-management-lp-houston-tx-270008", "city": "Houston", "state": "TX", "years_registered": 10, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 328025, "name": "Carnrite Ventures", "name_as_filed": "CARNRITE VENTURES", "url": "https://advisorcensus.com/firm/carnrite-ventures-houston-tx-328025", "city": "Houston", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 164325, "name": "Carriage Services Investment Advisors, Inc.", "name_as_filed": "CARRIAGE SERVICES INVESTMENT ADVISORS, INC.", "url": "https://advisorcensus.com/firm/carriage-services-investment-advisors-inc-houston-tx-164325", "city": "Houston", "state": "TX", "years_registered": 14, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 135185, "name": "Carroll & Company Capital Management", "name_as_filed": "CARROLL & COMPANY CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/carroll-and-company-capital-management-houston-tx-135185", "city": "Houston", "state": "TX", "years_registered": 36, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 298405, "name": "Catalano Financial", "name_as_filed": "CATALANO FINANCIAL", "url": "https://advisorcensus.com/firm/catalano-financial-the-woodlands-tx-298405", "city": "The Woodlands", "state": "TX", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 329586, "name": "Catalyst Wealth Management LLC", "name_as_filed": "CATALYST WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/catalyst-wealth-management-llc-houston-tx-329586", "city": "Houston", "state": "TX", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 338168, "name": "CAZ GP Stakes Adviser LLC", "name_as_filed": "CAZ GP STAKES ADVISER LLC", "url": "https://advisorcensus.com/firm/caz-gp-stakes-adviser-llc-houston-tx-338168", "city": "Houston", "state": "TX", "years_registered": 0, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 113931, "name": "CAZ Investments L.P.", "name_as_filed": "CAZ INVESTMENTS L.P.", "url": "https://advisorcensus.com/firm/caz-investments-l-p-houston-tx-113931", "city": "Houston", "state": "TX", "years_registered": 25, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 327614, "name": "CAZ Investments Registered Adviser LLC", "name_as_filed": "CAZ INVESTMENTS REGISTERED ADVISER LLC", "url": "https://advisorcensus.com/firm/caz-investments-registered-adviser-llc-houston-tx-327614", "city": "Houston", "state": "TX", "years_registered": 3, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 116707, "name": "Celtic Capital Corporation", "name_as_filed": "CELTIC CAPITAL CORPORATION", "url": "https://advisorcensus.com/firm/celtic-capital-corporation-bellaire-tx-116707", "city": "Bellaire", "state": "TX", "years_registered": 25, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 282477, "name": "Centric Advisors, LLC", "name_as_filed": "CENTRIC ADVISORS, LLC", "url": "https://advisorcensus.com/firm/centric-advisors-llc-cypress-tx-282477", "city": "Cypress", "state": "TX", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 226556, "name": "Ceres Energy Partners, LLC", "name_as_filed": "CERES ENERGY PARTNERS, LLC", "url": "https://advisorcensus.com/firm/ceres-energy-partners-llc-houston-tx-226556", "city": "Houston", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 155906, "name": "Chambers Energy Capital", "name_as_filed": "CHAMBERS ENERGY CAPITAL", "url": "https://advisorcensus.com/firm/chambers-energy-capital-houston-tx-155906", "city": "Houston", "state": "TX", "years_registered": 14, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 289762, "name": "CHCC Global Services LLC", "name_as_filed": "CHCC GLOBAL SERVICES LLC", "url": "https://advisorcensus.com/firm/chcc-global-services-llc-missouri-city-tx-289762", "city": "Missouri City", "state": "TX", "years_registered": null, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "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": 287596, "name": "Cibolo Energy Partners, LLC", "name_as_filed": "CIBOLO ENERGY PARTNERS, LLC", "url": "https://advisorcensus.com/firm/cibolo-energy-partners-llc-houston-tx-287596", "city": "Houston", "state": "TX", "years_registered": 8, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 311751, "name": "Clear Sky Advisers, LLC", "name_as_filed": "CLEAR SKY ADVISERS, LLC", "url": "https://advisorcensus.com/firm/clear-sky-advisers-llc-bellaire-tx-311751", "city": "Bellaire", "state": "TX", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "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": 323024, "name": "Climate Investment", "name_as_filed": "CLIMATE INVESTMENT", "url": "https://advisorcensus.com/firm/climate-investment-houston-tx-323024", "city": "Houston", "state": "TX", "years_registered": 3, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 249788, "name": "Clovis Point Capital, LLC", "name_as_filed": "CLOVIS POINT CAPITAL, LLC", "url": "https://advisorcensus.com/firm/clovis-point-capital-llc-houston-tx-249788", "city": "Houston", "state": "TX", "years_registered": 6, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 131939, "name": "Coastal Wealth Management, LP", "name_as_filed": "COASTAL WEALTH MANAGEMENT, LP", "url": "https://advisorcensus.com/firm/coastal-wealth-management-lp-houston-tx-131939", "city": "Houston", "state": "TX", "years_registered": 22, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 337366, "name": "Coinsolation Advisors LLC", "name_as_filed": "COINSOLATION ADVISORS LLC", "url": "https://advisorcensus.com/firm/coinsolation-advisors-llc-katy-tx-337366", "city": "Katy", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 314610, "name": "Collins Wealth Management", "name_as_filed": "COLLINS WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/collins-wealth-management-sugar-land-tx-314610", "city": "Sugar Land", "state": "TX", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "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": 327822, "name": "Constellation Capital Group, LLC", "name_as_filed": "CONSTELLATION CAPITAL GROUP, LLC", "url": "https://advisorcensus.com/firm/constellation-capital-group-llc-sugar-land-tx-327822", "city": "Sugar Land", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "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": 340351, "name": "Corecode Management, LLC", "name_as_filed": "CORECODE MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/corecode-management-llc-houston-tx-340351", "city": "Houston", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 332274, "name": "Covalence Investment Partners, L.P.", "name_as_filed": "COVALENCE INVESTMENT PARTNERS, L.P.", "url": "https://advisorcensus.com/firm/covalence-investment-partners-l-p-houston-tx-332274", "city": "Houston", "state": "TX", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "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": 307679, "name": "Crestridge Wealth Advisors, LLC", "name_as_filed": "CRESTRIDGE WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/crestridge-wealth-advisors-llc-houston-tx-307679", "city": "Houston", "state": "TX", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 132967, "name": "CRG", "name_as_filed": "CRG", "url": "https://advisorcensus.com/firm/crg-houston-tx-132967", "city": "Houston", "state": "TX", "years_registered": 22, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "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": 285144, "name": "Crosstimbers Capital Group, LLC", "name_as_filed": "CROSSTIMBERS CAPITAL GROUP, LLC", "url": "https://advisorcensus.com/firm/crosstimbers-capital-group-llc-houston-tx-285144", "city": "Houston", "state": "TX", "years_registered": 9, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "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": 315713, "name": "Crypto Yield Capital, LLC", "name_as_filed": "CRYPTO YIELD CAPITAL, LLC", "url": "https://advisorcensus.com/firm/crypto-yield-capital-llc-houston-tx-315713", "city": "Houston", "state": "TX", "years_registered": null, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 158340, "name": "CSL Capital Management, L.P.", "name_as_filed": "CSL CAPITAL MANAGEMENT, L.P.", "url": "https://advisorcensus.com/firm/csl-capital-management-l-p-houston-tx-158340", "city": "Houston", "state": "TX", "years_registered": 14, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 318939, "name": "Curate Capital LLC", "name_as_filed": "CURATE CAPITAL LLC", "url": "https://advisorcensus.com/firm/curate-capital-llc-houston-tx-318939", "city": "Houston", "state": "TX", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 342982, "name": "CV Access Fund GP, LLC", "name_as_filed": "CV ACCESS FUND GP, LLC", "url": "https://advisorcensus.com/firm/cv-access-fund-gp-llc-houston-tx-342982", "city": "Houston", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "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" } }