{
  "crd_number": 319609,
  "slug": "icon-wealth-partners-houston-tx-319609",
  "primary_business_name": "ICON WEALTH PARTNERS",
  "legal_name": "ICON WEALTH ADVISORS, LLC",
  "dbas": [],
  "city": "Houston",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "26420",
  "metro": {
    "cbsa_code": "26420",
    "common_name": "Houston",
    "msa_name": "Houston-Pasadena-The Woodlands, TX",
    "path": "/advisors/tx/houston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2022-06-21",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-04-09",
  "carried_forward": false,
  "raum_total": 2577331139.0,
  "raum_discretionary": 2577331139.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 22,
  "advisory_employees": 15,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 48193768.0,
      "count": 6
    },
    "individuals": {
      "raum": 103200807.0,
      "count": 276
    },
    "high_net_worth_individuals": {
      "raum": 2395180489.0,
      "count": 341
    },
    "corporations_other_businesses": {
      "raum": 30756075.0,
      "count": 6
    }
  },
  "compensation_types": [
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "FL",
    "GA",
    "LA",
    "NH",
    "NY",
    "TX"
  ],
  "websites": [
    "https://focusfinancialpartners.com",
    "https://iconwp.com",
    "https://linkedin.com/COMPANY/16197639",
    "https://linkedin.com/company/focus-financial-partners",
    "https://twitter.com/focusfinancial"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/319609",
  "city_as_filed": "HOUSTON",
  "url": "https://advisorcensus.com/firm/icon-wealth-partners-houston-tx-319609",
  "display_name": "Icon Wealth Partners",
  "summary": "Icon Wealth Partners is an SEC-registered investment advisory firm in Houston, TX, registered since 2022, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated April 9, 2026.",
  "citation": "AdvisorCensus. Icon Wealth Partners (CRD 319609): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Icon Wealth Partners compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Icon Wealth Partners reports these compensation arrangements: a percentage of assets under its management; other."
    },
    {
      "q": "What does Icon Wealth Partners' brochure say about its fees?",
      "a": "Its Form ADV Part 2A brochure dated March 31, 2026 states: Asset-based fee: up to 1.75% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Icon Wealth Partners located?",
      "a": "Icon Wealth Partners' principal office is in Houston, TX, according to its Form ADV."
    },
    {
      "q": "Is Icon Wealth Partners registered with the SEC or a state?",
      "a": "Icon Wealth Partners is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 319609."
    },
    {
      "q": "How much does Icon Wealth Partners manage?",
      "a": "Icon Wealth Partners reports $2,577,331,139 in regulatory assets under management in its Form ADV filing dated April 9, 2026 (100% discretionary)."
    },
    {
      "q": "How have Icon Wealth Partners' assets and staff changed since 2022?",
      "a": "In the Form ADV data for Icon Wealth Partners: Regulatory assets under management: $0 in the October 2022 data and $2,577,331,139 in the October 2026 data. Total employees: 18 in October 2022 and 22 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Icon Wealth Partners serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (341); individuals (other than high net worth individuals) (276); charitable organizations (6)."
    },
    {
      "q": "Which custodians does Icon Wealth Partners use?",
      "a": "Icon Wealth Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Icon Wealth Partners report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/319609"
    },
    {
      "q": "Does Icon Wealth Partners state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 31, 2026 says: \"Icon generally does not impose a minimum size for establishing a relationship.\""
    },
    {
      "q": "What changed in Icon Wealth Partners' recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 16 to 15. Regulatory assets under management went from $2,254,300,468 to $2,577,331,139 (+14%)."
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 18,
      "filing_date": "2022-05-16"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1754768460.0,
      "total_employees": 19,
      "filing_date": "2023-09-26"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1905261319.0,
      "total_employees": 21,
      "filing_date": "2024-04-25"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 2254300468.0,
      "total_employees": 22,
      "filing_date": "2025-03-21"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 2577331139.0,
      "total_employees": 22,
      "filing_date": "2026-04-09"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 16 to 15.",
        "Regulatory assets under management went from $2,254,300,468 to $2,577,331,139 (+14%)."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 31, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": "1.75% of assets a year",
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: up to 1.75% of assets a year (the maximum the brochure states)"
        ],
        "quotes": [
          "Investment advisory fees are based on the market value of assets under management, including cash, accrued interest, accrued dividend and securities purchased on margin, at the end of the prior calendar quarter. Investment advisory fees range up to 1.75% annually."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "Icon generally does not impose a minimum size for establishing a relationship."
        ]
      }
    ],
    "quotes": [
      "Investment advisory fees are based on the market value of assets under management, including cash, accrued interest, accrued dividend and securities purchased on margin, at the end of the prior calendar quarter. Investment advisory fees range up to 1.75% annually.",
      "Icon generally does not impose a minimum size for establishing a relationship."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/icon-wealth-partners-houston-tx-319609.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 276,
      "fewer_than_5": false,
      "raum": 103200807.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 341,
      "fewer_than_5": false,
      "raum": 2395180489.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 6,
      "fewer_than_5": false,
      "raum": 48193768.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 6,
      "fewer_than_5": false,
      "raum": 30756075.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/319609",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}