{
  "crd_number": 17587,
  "slug": "momentum-independent-network-inc-dallas-tx-17587",
  "primary_business_name": "MOMENTUM INDEPENDENT NETWORK INC.",
  "legal_name": "MOMENTUM INDEPENDENT NETWORK INC.",
  "dbas": [],
  "city": "Dallas",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "19100",
  "metro": {
    "cbsa_code": "19100",
    "common_name": "Dallas",
    "msa_name": "Dallas-Fort Worth-Arlington, TX",
    "path": "/advisors/tx/dallas"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2002-01-18",
  "years_registered": 24,
  "period": "2026-10-01",
  "filing_date": "2026-08-11",
  "carried_forward": false,
  "raum_total": 1609472813.0,
  "raum_discretionary": 1006381836.0,
  "raum_non_discretionary": 603090977.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 97,
  "advisory_employees": 97,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 7651358.0,
      "count": 8
    },
    "individuals": {
      "raum": 703249953.0,
      "count": 2409
    },
    "pension_profit_sharing": {
      "raum": 11144464.0,
      "count": 21
    },
    "high_net_worth_individuals": {
      "raum": 854793569.0,
      "count": 408
    },
    "corporations_other_businesses": {
      "raum": 32633469.0,
      "count": 33
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "periodicals_newsletters",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 10,
  "states_registered": [
    "AK",
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "HI",
    "IA",
    "ID",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "MS",
    "MT",
    "NC",
    "ND",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "RI",
    "SC",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
    "VT",
    "WA",
    "WI",
    "WV"
  ],
  "websites": [
    "https://adamgzimmerman.com",
    "https://allenstansfield.com",
    "https://beckwm.com",
    "https://billjenkinsadvisor.com",
    "https://compasswealthsolutions.com",
    "https://elkinsfinancial.com",
    "https://financyy.com",
    "https://gr-advisors.com",
    "https://herrickadvisors.com",
    "https://hilltopsecurities.com",
    "https://hoganim.com",
    "https://jameseshafer.com",
    "https://jarrodpatterson.com",
    "https://kaighinclemons.com",
    "https://linkedin.com/company/hilltop-securities-inc-",
    "https://marinewealthadvisors.com",
    "https://marlarinvestments.com",
    "https://mcnaughtonwm.com",
    "https://mikevance.net",
    "https://mikewoll.com",
    "https://pillarfg.com",
    "https://saorsawealth.com",
    "https://shaferwa.com",
    "https://susanclarksmith.com",
    "https://tiatomlin.com",
    "https://troylsmith.com",
    "https://txwealthmgt.com",
    "https://wallacewealthmgmt.com",
    "https://wallstreetinthewoods.com",
    "https://waltervirden.com",
    "https://wealthadvise.net",
    "https://westergaardwm.com",
    "https://wiseinvesting.info",
    "https://worthplanninggroup.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/17587",
  "disclosure_items": [
    {
      "item": "11.C(2)",
      "question": "Has the SEC or the CFTC ever found that the firm or an advisory affiliate was involved in a violation of SEC or CFTC regulations or statutes?"
    },
    {
      "item": "11.C(4)",
      "question": "Has the SEC or the CFTC ever entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    },
    {
      "item": "11.C(5)",
      "question": "Has the SEC or the CFTC ever imposed a civil money penalty on the firm or an advisory affiliate, or ordered the firm or an advisory affiliate to cease and desist from an activity?"
    },
    {
      "item": "11.D(1)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?"
    },
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    },
    {
      "item": "11.D(4)",
      "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    },
    {
      "item": "11.D(5)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever denied, suspended, or revoked the registration or license of the firm or an advisory affiliate, prevented either by order from associating with an investment-related business, or restricted either one's activity?"
    },
    {
      "item": "11.E(2)",
      "question": "Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?"
    },
    {
      "item": "11.G",
      "question": "Is the firm or an advisory affiliate now the subject of a regulatory proceeding that could result in a yes answer to any part of 11.C, 11.D, or 11.E?"
    },
    {
      "item": "11.H(2)",
      "question": "Is the firm or an advisory affiliate now the subject of a civil proceeding that could result in a yes answer to any part of 11.H(1)?"
    }
  ],
  "city_as_filed": "DALLAS",
  "url": "https://advisorcensus.com/firm/momentum-independent-network-inc-dallas-tx-17587",
  "display_name": "Momentum Independent Network Inc.",
  "summary": "Momentum Independent Network Inc. is an SEC-registered investment advisory firm in Dallas, TX, registered since 2002, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated August 11, 2026.",
  "citation": "AdvisorCensus. Momentum Independent Network Inc. (CRD 17587): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)",
    "Publication of periodicals or newsletters",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Momentum Independent Network Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Momentum Independent Network Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other."
    },
    {
      "q": "Where is Momentum Independent Network Inc. located?",
      "a": "Momentum Independent Network Inc.'s principal office is in Dallas, TX, according to its Form ADV; the September 2026 filing also lists 39 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Momentum Independent Network Inc. registered with the SEC or a state?",
      "a": "Momentum Independent Network Inc. is an SEC-registered investment advisory firm, registered since 2002. Status as filed: Approved. CRD 17587."
    },
    {
      "q": "How much does Momentum Independent Network Inc. manage?",
      "a": "Momentum Independent Network Inc. reports $1,609,472,813 in regulatory assets under management in its Form ADV filing dated August 11, 2026 (63% discretionary)."
    },
    {
      "q": "How have Momentum Independent Network Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Momentum Independent Network Inc.: Regulatory assets under management: $647,534,686 in the October 2021 data and $1,609,472,813 in the October 2026 data, up 149%. Total employees: 74 in October 2021 and 97 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Momentum Independent Network Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (2,409); high net worth individuals (408); corporations or other businesses not listed above (33)."
    },
    {
      "q": "Does Momentum Independent Network Inc. report any disciplinary disclosures?",
      "a": "Reports 10 disclosure items on Form ADV Item 11: yes answers to 9 questions about regulatory matters and 1 question about civil court matters (11.C(2), 11.C(4), 11.C(5), 11.D(1), 11.D(2), 11.D(4), 11.D(5), 11.E(2), 11.G, 11.H(2)). 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/17587"
    },
    {
      "q": "What changed in Momentum Independent Network Inc.'s recent Form ADV filings?",
      "a": "In the September 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 647534686.0,
      "total_employees": 74,
      "filing_date": "2021-09-21"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 863500246.0,
      "total_employees": 106,
      "filing_date": "2022-09-23"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 824546760.0,
      "total_employees": 140,
      "filing_date": "2023-09-20"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1117141327.0,
      "total_employees": 139,
      "filing_date": "2024-09-03"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1337377801.0,
      "total_employees": 98,
      "filing_date": "2025-03-26"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1609472813.0,
      "total_employees": 97,
      "filing_date": "2026-08-11"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-09-01",
      "period_label": "September 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 98 to 97.",
        "Regulatory assets under management went from $1,337,377,801 to $1,609,472,813 (+20%).",
        "No longer lists an office in Arkadelphia, AR.",
        "No longer lists an office in Fort Smith, AR.",
        "No longer lists an office in Hermosa Beach, CA.",
        "No longer lists an office in Napa, CA.",
        "No longer lists an office in Oxnard, CA.",
        "No longer lists an office in Paragould, AR.",
        "No longer lists an office in Scottsdale, AZ.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/momentum-independent-network-inc-dallas-tx-17587.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 2409,
      "fewer_than_5": false,
      "raum": 703249953.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 408,
      "fewer_than_5": false,
      "raum": 854793569.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 21,
      "fewer_than_5": false,
      "raum": 11144464.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 8,
      "fewer_than_5": false,
      "raum": 7651358.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 33,
      "fewer_than_5": false,
      "raum": 32633469.0
    }
  ],
  "disclosure_line": "Reports 10 disclosure items on Form ADV Item 11.",
  "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/17587",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}