# Homage Wealth Group LLC

> Homage Wealth Group LLC is an SEC-registered investment advisory firm in Houston, TX, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 9, 2026.

- CRD: 340589
- Filed as: HOMAGE WEALTH GROUP LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Houston, TX
- Filing period: October 2026
- Form ADV filing dated: June 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/340589
- AdvisorCensus page: https://advisorcensus.com/firm/homage-wealth-group-llc-houston-tx-340589

## Quick answers

**How is Homage Wealth Group LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Homage Wealth Group LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Homage Wealth Group LLC located?**
Homage Wealth Group LLC's principal office is in Houston, TX, according to its Form ADV.

**Is Homage Wealth Group LLC registered with the SEC or a state?**
Homage Wealth Group LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 340589.

**How much does Homage Wealth Group LLC manage?**
Homage Wealth Group LLC reports $366,156,549 in regulatory assets under management in its Form ADV filing dated June 9, 2026 (100% discretionary).

**What types of clients does Homage Wealth Group LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (3); charitable organizations (1).

**Which custodians does Homage Wealth Group LLC use?**
Homage Wealth Group LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Homage Wealth Group LLC report any disciplinary disclosures?**
Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.F (authorization as an attorney, accountant, or federal contractor revoked or suspended). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/340589

**What changed in Homage Wealth Group LLC's recent Form ADV filings?**
In the July 2026 filing data: Regulatory assets under management went from $0 to $366,156,549.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $366,156,549
- Discretionary: $366,156,549
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 3 | $337,861,642 |
| Charitable organizations | 1 | $28,294,907 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.F: Has an authorization to act as an attorney, accountant, or federal contractor granted to the firm or an advisory affiliate ever been revoked or suspended?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/340589

## Changes in the filing (last 12 months)

### July 2026
- Regulatory assets under management went from $0 to $366,156,549.

### March 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Homage Wealth Group LLC (CRD 340589): Form ADV filing data as of October 2026.