# Old Beach Investment Advisors, LLC

> Old Beach Investment Advisors, LLC is a state-registered investment advisory firm in Houston, TX, registered since 2025, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 339424
- Filed as: OLD BEACH INVESTMENT ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Houston, TX
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/339424
- AdvisorCensus page: https://advisorcensus.com/firm/old-beach-investment-advisors-llc-houston-tx-339424

## Quick answers

**How is Old Beach Investment Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Old Beach Investment Advisors, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Old Beach Investment Advisors, LLC located?**
Old Beach Investment Advisors, LLC's principal office is in Houston, TX, according to its Form ADV.

**Is Old Beach Investment Advisors, LLC registered with the SEC or a state?**
Old Beach Investment Advisors, LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 339424.

**How much does Old Beach Investment Advisors, LLC manage?**
Old Beach Investment Advisors, LLC reports $66,762,625 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).

**What types of clients does Old Beach Investment Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (5).

**Does Old Beach Investment Advisors, LLC 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/339424

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $66,762,625
- Discretionary: $66,762,625
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 5 | $66,762,625 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2025 (0 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- 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. Old Beach Investment Advisors, LLC (CRD 339424): Form ADV filing data as of October 2026.