AdvisorCensus by AdvisorSEO Max

AdvisorCensus / Financial advisors / Texas / San Antonio, TX / New firms

New investment advisory firms in San Antonio, TX

6 investment advisory firms in San Antonio, 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 San Antonio, TX · Atom feed · How this list is built

August 2026 (1)

FirmLocationRegistration
Strategiq Funds, Inc.San Antonio, TXSEC-registered investment adviser

July 2026 (2)

FirmLocationRegistration
Heritage Haus Wealth Partners LLCNew Braunfels, TXSEC-registered investment adviser
South Texas Capital Advisors, LLCNew Braunfels, TXSEC-registered investment adviser

May 2026 (1)

FirmLocationRegistration
Magarian Capital Management, LLCSan Antonio, TXSEC-registered investment adviser

February 2026 (2)

FirmLocationRegistration
Manifest Energy Transition Company, LLCSan Antonio, TXExempt reporting adviser
Reliance Wealth ManagementSan Antonio, TXSEC-registered investment 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 San Antonio, TX. https://advisorcensus.com/advisors/tx/san-antonio/new-firms
https://advisorcensus.com/advisors/tx/san-antonio/new-firms