{ "path": "/advisors/tx/houston/the-woodlands", "url": "https://advisorcensus.com/advisors/tx/houston/the-woodlands", "page_type": "metro_city", "title": "Financial advisors in The Woodlands, TX", "filters": {}, "scope_total": 59, "faq": [ { "q": "How many financial advisory firms are there in The Woodlands, TX?", "a": "AdvisorCensus lists 59 investment advisory firms with a principal office in The Woodlands, Texas (part of the Houston metro area), from Form ADV filings as of October 2026: 25 SEC-registered, 25 state-registered, and 9 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 The Woodlands, TX?", "a": "19 of the 59 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 The Woodlands, TX offer financial planning?", "a": "31 of the 50 firms in The Woodlands, 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 The Woodlands, 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 19 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 The Woodlands, TX. AdvisorCensus lists 59 investment advisory firms with a principal office in The Woodlands, Texas (part of the Houston metro area) as of October 2026. Firms are listed alphabetically. The full Houston metro area, including neighboring cities, is on its own page. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "about_market": null, "citation": "AdvisorCensus. Financial advisors in The Woodlands, TX: 59 firms from Form ADV filings as of October 2026.", "total_firms": 59, "page": 1, "total_pages": 2, "sort": "name", "registration_types": { "sec": 25, "state": 25, "exempt": 9 }, "fee_model_mix": [ { "code": "fee-only", "count": 19 }, { "code": "percentage_of_aum", "count": 44 }, { "code": "hourly", "count": 18 }, { "code": "subscription", "count": 0 }, { "code": "fixed", "count": 27 }, { "code": "commissions", "count": 1 }, { "code": "performance_based", "count": 7 }, { "code": "other", "count": 4 }, { "code": "not_reported", "count": 9 } ], "years_registered_distribution": [ { "code": "under_5", "count": 23 }, { "code": "5_to_9", "count": 16 }, { "code": "10_to_19", "count": 16 }, { "code": "20_plus", "count": 4 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 8 }, { "code": "25m_100m", "count": 11 }, { "code": "100m_500m", "count": 13 }, { "code": "500m_1b", "count": 12 }, { "code": "1b_5b", "count": 4 }, { "code": "over_5b", "count": 0 }, { "code": "not_reported", "count": 11 } ], "firms": [ { "crd_number": 331693, "name": "Anchored Wealth", "name_as_filed": "ANCHORED WEALTH", "url": "https://advisorcensus.com/firm/anchored-wealth-the-woodlands-tx-331693", "city": "The Woodlands", "state": "TX", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "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": 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": 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": 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": 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": 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": 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": 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": 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": 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": 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": 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": 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": 313201, "name": "E2 Investment Advisors LLC", "name_as_filed": "E2 INVESTMENT ADVISORS LLC", "url": "https://advisorcensus.com/firm/e2-investment-advisors-llc-the-woodlands-tx-313201", "city": "The Woodlands", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 283048, "name": "EES Ventures Management, LLC", "name_as_filed": "EES VENTURES MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/ees-ventures-management-llc-the-woodlands-tx-283048", "city": "The Woodlands", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "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": 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": 158263, "name": "EW Healthcare Partners", "name_as_filed": "EW HEALTHCARE PARTNERS", "url": "https://advisorcensus.com/firm/ew-healthcare-partners-the-woodlands-tx-158263", "city": "The Woodlands", "state": "TX", "years_registered": 14, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "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": 327815, "name": "Freeman & Freeman Private Wealth Management LLC", "name_as_filed": "FREEMAN & FREEMAN PRIVATE WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/freeman-and-freeman-private-wealth-management-llc-the-woodlands-tx-327815", "city": "The Woodlands", "state": "TX", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 331745, "name": "Good Bull Capital Manager, LLC", "name_as_filed": "GOOD BULL CAPITAL MANAGER, LLC", "url": "https://advisorcensus.com/firm/good-bull-capital-manager-llc-the-woodlands-tx-331745", "city": "The Woodlands", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 148406, "name": "HFG Wealth Management, LLC", "name_as_filed": "HFG WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/hfg-wealth-management-llc-the-woodlands-tx-148406", "city": "The Woodlands", "state": "TX", "years_registered": 17, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 311705, "name": "Hodos Wealth Group, LLC", "name_as_filed": "HODOS WEALTH GROUP, LLC", "url": "https://advisorcensus.com/firm/hodos-wealth-group-llc-the-woodlands-tx-311705", "city": "The Woodlands", "state": "TX", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 112486, "name": "IAS Wealth Management, Inc.", "name_as_filed": "IAS WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/ias-wealth-management-inc-the-woodlands-tx-112486", "city": "The Woodlands", "state": "TX", "years_registered": 24, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 288252, "name": "John-Luke Financial, LLC", "name_as_filed": "JOHN-LUKE FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/john-luke-financial-llc-the-woodlands-tx-288252", "city": "The Woodlands", "state": "TX", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 312136, "name": "Koinonia Financial", "name_as_filed": "KOINONIA FINANCIAL", "url": "https://advisorcensus.com/firm/koinonia-financial-the-woodlands-tx-312136", "city": "The Woodlands", "state": "TX", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 332184, "name": "Legacy Capital", "name_as_filed": "LEGACY CAPITAL", "url": "https://advisorcensus.com/firm/legacy-capital-the-woodlands-tx-332184", "city": "The Woodlands", "state": "TX", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 314338, "name": "Legacy Financial Designs", "name_as_filed": "LEGACY FINANCIAL DESIGNS", "url": "https://advisorcensus.com/firm/legacy-financial-designs-the-woodlands-tx-314338", "city": "The Woodlands", "state": "TX", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 307839, "name": "Lloyds Intrepid Wealth Management", "name_as_filed": "LLOYDS INTREPID WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/lloyds-intrepid-wealth-management-the-woodlands-tx-307839", "city": "The Woodlands", "state": "TX", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 283152, "name": "Mellig Group, LLC", "name_as_filed": "MELLIG GROUP, LLC", "url": "https://advisorcensus.com/firm/mellig-group-llc-the-woodlands-tx-283152", "city": "The Woodlands", "state": "TX", "years_registered": 10, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 139368, "name": "Newport Global Advisors L.P.", "name_as_filed": "NEWPORT GLOBAL ADVISORS L.P.", "url": "https://advisorcensus.com/firm/newport-global-advisors-l-p-the-woodlands-tx-139368", "city": "The Woodlands", "state": "TX", "years_registered": 20, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 156451, "name": "Novodyn Advisors LLC", "name_as_filed": "NOVODYN ADVISORS LLC", "url": "https://advisorcensus.com/firm/novodyn-advisors-llc-the-woodlands-tx-156451", "city": "The Woodlands", "state": "TX", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "performance_based" ], "enhanced": false }, { "crd_number": 291465, "name": "Outlook Wealth Advisors, LLC", "name_as_filed": "OUTLOOK WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/outlook-wealth-advisors-llc-the-woodlands-tx-291465", "city": "The Woodlands", "state": "TX", "years_registered": 8, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 312708, "name": "Parkour Asset Management LLC", "name_as_filed": "PARKOUR ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/parkour-asset-management-llc-the-woodlands-tx-312708", "city": "The Woodlands", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 142654, "name": "Peirce Capital Management, LLC", "name_as_filed": "PEIRCE CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/peirce-capital-management-llc-the-woodlands-tx-142654", "city": "The Woodlands", "state": "TX", "years_registered": 11, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 282512, "name": "Pinecroft Core Management, LLC", "name_as_filed": "PINECROFT CORE MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/pinecroft-core-management-llc-the-woodlands-tx-282512", "city": "The Woodlands", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 307069, "name": "Portfolio Dynamix", "name_as_filed": "PORTFOLIO DYNAMIX", "url": "https://advisorcensus.com/firm/portfolio-dynamix-the-woodlands-tx-307069", "city": "The Woodlands", "state": "TX", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 325116, "name": "Position Wealth", "name_as_filed": "POSITION WEALTH", "url": "https://advisorcensus.com/firm/position-wealth-the-woodlands-tx-325116", "city": "The Woodlands", "state": "TX", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 157392, "name": "Provident Wealth Advisors, LLC", "name_as_filed": "PROVIDENT WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/provident-wealth-advisors-llc-the-woodlands-tx-157392", "city": "The Woodlands", "state": "TX", "years_registered": 15, "raum_band": "not_reported", "compensation_types": [ "fixed", "other" ], "enhanced": false }, { "crd_number": 309456, "name": "Qvidtvm Management LLC", "name_as_filed": "QVIDTVM MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/qvidtvm-management-llc-the-woodlands-tx-309456", "city": "The Woodlands", "state": "TX", "years_registered": 5, "raum_band": "500m_1b", "compensation_types": [ "performance_based" ], "enhanced": false }, { "crd_number": 314823, "name": "Radar Financial Investments Corporation", "name_as_filed": "RADAR FINANCIAL INVESTMENTS CORPORATION", "url": "https://advisorcensus.com/firm/radar-financial-investments-corporation-the-woodlands-tx-314823", "city": "The Woodlands", "state": "TX", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 283027, "name": "Rhame & Gorrell Wealth Management", "name_as_filed": "RHAME & GORRELL WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/rhame-and-gorrell-wealth-management-the-woodlands-tx-283027", "city": "The Woodlands", "state": "TX", "years_registered": 10, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 156791, "name": "Rockland Capital, LP", "name_as_filed": "ROCKLAND CAPITAL, LP", "url": "https://advisorcensus.com/firm/rockland-capital-lp-the-woodlands-tx-156791", "city": "The Woodlands", "state": "TX", "years_registered": 14, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 155922, "name": "Rosman Asset Management, LLC", "name_as_filed": "ROSMAN ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/rosman-asset-management-llc-the-woodlands-tx-155922", "city": "The Woodlands", "state": "TX", "years_registered": 15, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 331145, "name": "SF Planning Group LLC", "name_as_filed": "SF PLANNING GROUP LLC", "url": "https://advisorcensus.com/firm/sf-planning-group-llc-the-woodlands-tx-331145", "city": "The Woodlands", "state": "TX", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 338070, "name": "Spenditright LLC", "name_as_filed": "SPENDITRIGHT LLC", "url": "https://advisorcensus.com/firm/spenditright-llc-the-woodlands-tx-338070", "city": "The Woodlands", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 113091, "name": "Summa Corp.", "name_as_filed": "SUMMA CORP.", "url": "https://advisorcensus.com/firm/summa-corp-the-woodlands-tx-113091", "city": "The Woodlands", "state": "TX", "years_registered": 10, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 339882, "name": "Ten Bridge Capital, LLC", "name_as_filed": "TEN BRIDGE CAPITAL, LLC", 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