{ "path": "/advisors/tx/san-antonio", "url": "https://advisorcensus.com/advisors/tx/san-antonio/page/2", "page_type": "metro", "title": "Financial advisors in San Antonio, TX", "filters": {}, "scope_total": 142, "faq": [ { "q": "How many financial advisory firms are there in San Antonio, TX?", "a": "AdvisorCensus lists 142 investment advisory firms with a principal office in the San Antonio metro area, from Form ADV filings as of October 2026: 54 SEC-registered, 60 state-registered, and 28 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 San Antonio, TX?", "a": "35 of the 142 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 San Antonio, TX offer financial planning?", "a": "76 of the 114 firms in San Antonio, 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 San Antonio, 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 35 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 142 investment advisory firms with a principal office in the San Antonio 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": "San Antonio has 142 investment advisory firms with a principal office in the metro area as of October 2026: 54 SEC-registered, 60 state-registered, and 28 exempt reporting advisers. 35 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 60 report under $100 million in regulatory assets under management. The metro area has 967,488 households, 102,815 of them with income of $200,000 or more, or 724 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).", "citation": "AdvisorCensus. Financial advisors in San Antonio, TX: 142 firms from Form ADV filings as of October 2026.", "total_firms": 142, "page": 2, "total_pages": 3, "sort": "name", "registration_types": { "sec": 54, "state": 60, "exempt": 28 }, "fee_model_mix": [ { "code": "fee-only", "count": 35 }, { "code": "percentage_of_aum", "count": 110 }, { "code": "hourly", "count": 48 }, { "code": "subscription", "count": 1 }, { "code": "fixed", "count": 63 }, { "code": "commissions", "count": 1 }, { "code": "performance_based", "count": 20 }, { "code": "other", "count": 17 }, { "code": "not_reported", "count": 28 } ], "years_registered_distribution": [ { "code": "under_5", "count": 65 }, { "code": "5_to_9", "count": 36 }, { "code": "10_to_19", "count": 30 }, { "code": "20_plus", "count": 10 }, { "code": "not_reported", "count": 1 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 31 }, { "code": "25m_100m", "count": 29 }, { "code": "100m_500m", "count": 27 }, { "code": "500m_1b", "count": 7 }, { "code": "1b_5b", "count": 10 }, { "code": "over_5b", "count": 5 }, { "code": "not_reported", "count": 33 } ], "firms": [ { "crd_number": 286129, "name": "Frost Investment Services", "name_as_filed": "FROST INVESTMENT SERVICES", "url": "https://advisorcensus.com/firm/frost-investment-services-san-antonio-tx-286129", "city": "San Antonio", "state": "TX", "years_registered": 9, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 325004, "name": "Fruit of the Vine Financial, LLC", "name_as_filed": "FRUIT OF THE VINE FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/fruit-of-the-vine-financial-llc-new-braunfels-tx-325004", "city": "New Braunfels", "state": "TX", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 169527, "name": "Gagni Wealth Management LLC", "name_as_filed": "GAGNI WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/gagni-wealth-management-llc-san-antonio-tx-169527", "city": "San Antonio", "state": "TX", "years_registered": 12, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "performance_based" ], "enhanced": false }, { "crd_number": 110201, "name": "Gamboa Capital Management Inc.", "name_as_filed": "GAMBOA CAPITAL MANAGEMENT INC.", "url": "https://advisorcensus.com/firm/gamboa-capital-management-inc-san-antonio-tx-110201", "city": "San Antonio", "state": "TX", "years_registered": 20, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 337694, "name": "Gapinski Capital Management, LLC", "name_as_filed": "GAPINSKI CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/gapinski-capital-management-llc-san-antonio-tx-337694", "city": "San Antonio", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 114097, "name": "Glass Wealth Management Co., LLC", "name_as_filed": "GLASS WEALTH MANAGEMENT CO., LLC", "url": "https://advisorcensus.com/firm/glass-wealth-management-co-llc-san-antonio-tx-114097", "city": "San Antonio", "state": "TX", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 340511, "name": "Graychase Wealth Advisory LLC", "name_as_filed": "GRAYCHASE WEALTH ADVISORY LLC", "url": "https://advisorcensus.com/firm/graychase-wealth-advisory-llc-san-antonio-tx-340511", "city": "San Antonio", "state": "TX", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 334967, "name": "Graystreet Partners", "name_as_filed": "GRAYSTREET PARTNERS", "url": "https://advisorcensus.com/firm/graystreet-partners-san-antonio-tx-334967", "city": "San Antonio", "state": "TX", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 327490, "name": "Greybridge Private Wealth", "name_as_filed": "GREYBRIDGE PRIVATE WEALTH", "url": "https://advisorcensus.com/firm/greybridge-private-wealth-san-antonio-tx-327490", "city": "San Antonio", "state": "TX", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 104750, "name": "Gunn & Co Asset Management Inc", "name_as_filed": "GUNN & CO ASSET MANAGEMENT INC", "url": "https://advisorcensus.com/firm/gunn-and-co-asset-management-inc-san-antonio-tx-104750", "city": "San Antonio", "state": "TX", "years_registered": 17, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 342736, "name": "Heritage Haus Wealth Partners LLC", "name_as_filed": "HERITAGE HAUS WEALTH PARTNERS LLC", "url": "https://advisorcensus.com/firm/heritage-haus-wealth-partners-llc-new-braunfels-tx-342736", "city": "New Braunfels", "state": "TX", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 307376, "name": "Hill Country Group", "name_as_filed": "HILL COUNTRY GROUP", "url": "https://advisorcensus.com/firm/hill-country-group-boerne-tx-307376", "city": "Boerne", "state": "TX", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 148850, "name": "HMP Capital Management, LLC", "name_as_filed": "HMP CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/hmp-capital-management-llc-san-antonio-tx-148850", "city": "San Antonio", "state": "TX", "years_registered": 16, "raum_band": "under_25m", "compensation_types": [ "performance_based" ], "enhanced": false }, { "crd_number": 327319, "name": "HSE Equity Partners LLC", "name_as_filed": "HSE EQUITY PARTNERS LLC", "url": "https://advisorcensus.com/firm/hse-equity-partners-llc-san-antonio-tx-327319", "city": "San Antonio", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 159148, "name": "Imperium Wealth Management, LLC", "name_as_filed": "IMPERIUM WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/imperium-wealth-management-llc-san-antonio-tx-159148", "city": "San Antonio", "state": "TX", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 309631, "name": "Inflection Financial", "name_as_filed": "INFLECTION FINANCIAL", "url": "https://advisorcensus.com/firm/inflection-financial-san-antonio-tx-309631", "city": "San Antonio", "state": "TX", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 312500, "name": "Intentional Living FP", "name_as_filed": "INTENTIONAL LIVING FP", "url": "https://advisorcensus.com/firm/intentional-living-fp-new-braunfelss-tx-312500", "city": "New Braunfelss", "state": "TX", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 331867, "name": "Jackalope Capital, LLC", "name_as_filed": "JACKALOPE CAPITAL, LLC", "url": "https://advisorcensus.com/firm/jackalope-capital-llc-fair-oaks-ranch-tx-331867", "city": "Fair Oaks Ranch", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 337745, "name": "JW Hall Financial LLC", "name_as_filed": "JW HALL FINANCIAL LLC", "url": "https://advisorcensus.com/firm/jw-hall-financial-llc-san-antonio-tx-337745", "city": "San Antonio", "state": "TX", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 329168, "name": "Kairoi Fund Management, LLC", "name_as_filed": "KAIROI FUND MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/kairoi-fund-management-llc-san-antonio-tx-329168", "city": "San Antonio", "state": "TX", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 309601, "name": "Kapela", "name_as_filed": "KAPELA", "url": "https://advisorcensus.com/firm/kapela-san-antonio-tx-309601", "city": "San Antonio", "state": "TX", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 169471, "name": "Kercheville Advisors LLC", "name_as_filed": "KERCHEVILLE ADVISORS LLC", "url": "https://advisorcensus.com/firm/kercheville-advisors-llc-san-antonio-tx-169471", "city": "San Antonio", "state": "TX", "years_registered": 11, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 339644, "name": "Kindred Peak Wealth Management LLC", "name_as_filed": "KINDRED PEAK WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/kindred-peak-wealth-management-llc-san-antonio-tx-339644", "city": "San Antonio", "state": "TX", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 167437, "name": "KMC Wealth Management, LLC", "name_as_filed": "KMC WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/kmc-wealth-management-llc-san-antonio-tx-167437", "city": "San Antonio", "state": "TX", "years_registered": 13, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 282797, "name": "Kraus Capital Management, LLC", "name_as_filed": "KRAUS CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/kraus-capital-management-llc-san-antonio-tx-282797", "city": "San Antonio", "state": "TX", "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 318482, "name": "Larsen Financial Management", "name_as_filed": "LARSEN FINANCIAL MANAGEMENT", "url": "https://advisorcensus.com/firm/larsen-financial-management-san-antonio-tx-318482", "city": "San Antonio", "state": "TX", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 328275, "name": "Lifetime Financial Planners LLC", "name_as_filed": "LIFETIME FINANCIAL PLANNERS LLC", "url": "https://advisorcensus.com/firm/lifetime-financial-planners-llc-san-antonio-tx-328275", "city": "San Antonio", "state": "TX", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 322364, "name": "Lime Rock Investment Management Company, Inc.", "name_as_filed": "LIME ROCK INVESTMENT MANAGEMENT COMPANY, INC.", "url": "https://advisorcensus.com/firm/lime-rock-investment-management-company-inc-san-antonio-tx-322364", "city": "San Antonio", "state": "TX", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 1047, "name": "M. E. Allison & Co., Inc.", "name_as_filed": "M. E. ALLISON & CO., INC.", "url": "https://advisorcensus.com/firm/m-e-allison-and-co-inc-san-antonio-tx-1047", "city": "San Antonio", "state": "TX", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "other" ], "enhanced": false }, { "crd_number": 341292, "name": "Magarian Capital Management, LLC", "name_as_filed": "MAGARIAN CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/magarian-capital-management-llc-san-antonio-tx-341292", "city": "San Antonio", "state": "TX", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 339102, "name": "Manifest Energy Transition Company, LLC", "name_as_filed": "MANIFEST ENERGY TRANSITION COMPANY, LLC", "url": "https://advisorcensus.com/firm/manifest-energy-transition-company-llc-san-antonio-tx-339102", "city": "San Antonio", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 289109, "name": "Mark Muecke Capital Management, LLC", "name_as_filed": "MARK MUECKE CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/mark-muecke-capital-management-llc-san-antonio-tx-289109", "city": "San Antonio", "state": "TX", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 108529, "name": "Martin Capital Advisors, LLP", "name_as_filed": "MARTIN CAPITAL ADVISORS, LLP", "url": "https://advisorcensus.com/firm/martin-capital-advisors-llp-san-antonio-tx-108529", "city": "San Antonio", "state": "TX", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 121196, "name": "McNally Financial Services Corporation", "name_as_filed": "MCNALLY FINANCIAL SERVICES CORPORATION", "url": "https://advisorcensus.com/firm/mcnally-financial-services-corporation-san-antonio-tx-121196", "city": "San Antonio", "state": "TX", "years_registered": 19, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 311703, "name": "MGV Capital LLC", "name_as_filed": "MGV CAPITAL LLC", "url": "https://advisorcensus.com/firm/mgv-capital-llc-san-antonio-tx-311703", "city": "San Antonio", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 336785, "name": "Mission 3A Healthcare, LLC", "name_as_filed": "MISSION 3A HEALTHCARE, LLC", "url": "https://advisorcensus.com/firm/mission-3a-healthcare-llc-san-antonio-tx-336785", "city": "San Antonio", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 114285, "name": "Mission Advisors, LP", "name_as_filed": "MISSION ADVISORS, LP", "url": "https://advisorcensus.com/firm/mission-advisors-lp-terrell-hills-tx-114285", "city": "Terrell Hills", "state": "TX", "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 104529, "name": "Money Managers, Inc.", "name_as_filed": "MONEY MANAGERS, INC.", "url": "https://advisorcensus.com/firm/money-managers-inc-san-antonio-tx-104529", "city": "San Antonio", "state": "TX", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 299426, "name": "Olson Wealth Management", "name_as_filed": "OLSON WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/olson-wealth-management-new-braunfels-tx-299426", "city": "New Braunfels", "state": "TX", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 325009, "name": "Oxwater Capital Management", "name_as_filed": "OXWATER CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/oxwater-capital-management-san-antonio-tx-325009", "city": "San Antonio", "state": "TX", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 317678, "name": "Palingen Capital Management, LLC", "name_as_filed": "PALINGEN CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/palingen-capital-management-llc-san-antonio-tx-317678", "city": "San Antonio", "state": "TX", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 284164, "name": "Pax Financial Group", "name_as_filed": "PAX FINANCIAL GROUP", "url": "https://advisorcensus.com/firm/pax-financial-group-san-antonio-tx-284164", "city": "San Antonio", "state": "TX", "years_registered": 10, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 328568, "name": "Pivot Investment Planning, LLC", "name_as_filed": "PIVOT INVESTMENT PLANNING, LLC", "url": "https://advisorcensus.com/firm/pivot-investment-planning-llc-san-antonio-tx-328568", "city": "San Antonio", "state": "TX", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 291315, "name": "PLW Financial", "name_as_filed": "PLW FINANCIAL", "url": "https://advisorcensus.com/firm/plw-financial-new-braunfels-tx-291315", "city": "New Braunfels", "state": "TX", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 329023, "name": "Portafolio Capital Management", "name_as_filed": "PORTAFOLIO CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/portafolio-capital-management-san-antonio-tx-329023", "city": "San Antonio", "state": "TX", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 334865, "name": "Praestantia Capital, LLC", "name_as_filed": "PRAESTANTIA CAPITAL, LLC", "url": "https://advisorcensus.com/firm/praestantia-capital-llc-san-antonio-tx-334865", "city": "San Antonio", "state": "TX", "years_registered": 0, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 332415, "name": "Reliance Wealth Management", "name_as_filed": "RELIANCE WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/reliance-wealth-management-san-antonio-tx-332415", "city": "San Antonio", "state": "TX", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 269934, "name": "Relyon Financial Advisors, LLC", "name_as_filed": "RELYON FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/relyon-financial-advisors-llc-san-antonio-tx-269934", "city": "San Antonio", "state": "TX", "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 308938, "name": "Riverwalk Capital III, LLC", "name_as_filed": "RIVERWALK CAPITAL III, LLC", "url": "https://advisorcensus.com/firm/riverwalk-capital-iii-llc-san-antonio-tx-308938", "city": "San Antonio", "state": "TX", "years_registered": 6, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 288854, "name": "Riverwalk Capital, LLC", "name_as_filed": "RIVERWALK CAPITAL, LLC", "url": "https://advisorcensus.com/firm/riverwalk-capital-llc-san-antonio-tx-288854", "city": "San Antonio", "state": "TX", "years_registered": 7, "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/san-antonio", "label": "Financial advisors in San Antonio, TX" }, "city_pages": [ { "path": "/advisors/tx/san-antonio/new-braunfels", "label": "Financial advisors in New Braunfels, TX", "firm_count": 10 } ], "fee_pages": [ { "path": "/advisors/tx/san-antonio/fee-only", "label": "Fee-only financial advisors in San Antonio, TX", "firm_count": 35 }, { "path": "/advisors/tx/san-antonio/flat-fee", "label": "Flat-fee financial advisors in San Antonio, TX", "firm_count": 63 }, { "path": "/advisors/tx/san-antonio/hourly", "label": "Hourly financial advisors in San Antonio, TX", "firm_count": 48 } ], "niche_pages": [ { "path": "/advisors/tx/san-antonio/financial-independence-and-early-retirement", "firm_count": 1, "label": "Financial advisors for financial independence and early retirement in San Antonio, TX" }, { "path": "/advisors/tx/san-antonio/women", "firm_count": 1, "label": "Financial advisors for women in San Antonio, TX" } ] }, "csv": "https://advisorcensus.com/advisors/tx/san-antonio.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" } }