# Huber, Cardono, Moring & Richter, L.P.

> Huber, Cardono, Moring & Richter, L.P. is a state-registered investment advisory firm, registered since 2012, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 110705
- Filed as: HUBER, CARDONO, MORING & RICHTER, L.P.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Texas
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/110705
- AdvisorCensus page: https://advisorcensus.com/firm/huber-cardono-moring-and-richter-l-p-110705

## Quick answers

**How is Huber, Cardono, Moring & Richter, L.P. compensated?**
On its Form ADV (Item 5.E, October 2026), Huber, Cardono, Moring & Richter, L.P. reports these compensation arrangements: a percentage of assets under its management.

**Is Huber, Cardono, Moring & Richter, L.P. registered with the SEC or a state?**
Huber, Cardono, Moring & Richter, L.P. is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 110705.

**How much does Huber, Cardono, Moring & Richter, L.P. manage?**
Huber, Cardono, Moring & Richter, L.P. reports $21,689,306 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (88% discretionary).

**What types of clients does Huber, Cardono, Moring & Richter, L.P. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (33).

**Does Huber, Cardono, Moring & Richter, L.P. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/110705

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $21,689,306
- Discretionary: $19,107,077
- Non-discretionary: $2,582,229

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 33 | $21,689,306 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

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

### Firm details
- Registered since: 2012 (14 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- hcmr.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Huber, Cardono, Moring & Richter, L.P. (CRD 110705): Form ADV filing data as of October 2026.
