# New Territory Advisors

> New Territory Advisors is an exempt reporting adviser in Houston, TX, filing reports since 2026. Exempt reporting advisers do not report regulatory assets under management on Form ADV.

- CRD: 305434
- Filed as: NEW TERRITORY ADVISORS
- Legal name: New Territory Advisors, LLC
- Reporting status: Exempt reporting adviser (status as filed: State ERA - ACTIVE)
- Location: Houston, TX
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/305434
- AdvisorCensus page: https://advisorcensus.com/firm/new-territory-advisors-houston-tx-305434

## Quick answers

**Where is New Territory Advisors located?**
New Territory Advisors' principal office is in Houston, TX, according to its Form ADV.

**How does New Territory Advisors report to regulators?**
New Territory Advisors is an exempt reporting adviser, filing reports since 2026. Exempt reporting advisers file a shorter Form ADV. Status as filed: State ERA - ACTIVE. CRD 305434.

**Does New Territory Advisors 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/305434

## From the Form ADV filing

### Firm details
- Reporting since: 2026 (0 years)
- Employees: Not reported total, Not reported performing advisory functions
- Wrap fee program participation: Not reported
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. New Territory Advisors (CRD 305434): Form ADV filing data as of October 2026.