AdvisorCensus / Financial advisors / Texas / Houston / Skybound Wealth USA
Skybound Wealth USA
Filed as SKYBOUND WEALTH USA · Legal name Skybound Wealth Management USA, LLC
Skybound Wealth USA is an SEC-registered investment advisory firm in Houston, TX, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 18, 2026.
Quick answers
From the filingHow is Skybound Wealth USA compensated?
On its Form ADV (Item 5.E, October 2026), Skybound Wealth USA reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
Where is Skybound Wealth USA located?
Skybound Wealth USA's principal office is in Houston, TX, according to its Form ADV; the October 2026 filing also lists 3 other offices (Schedule D, Section 1.F).
Is Skybound Wealth USA registered with the SEC or a state?
Skybound Wealth USA is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 313358.
How much does Skybound Wealth USA manage?
Skybound Wealth USA reports $166,454,921 in regulatory assets under management in its Form ADV filing dated September 18, 2026 (5% discretionary).
How have Skybound Wealth USA's assets and staff changed since 2021?
In the Form ADV data for Skybound Wealth USA: Regulatory assets under management: $205,000,000 in the October 2021 data and $166,454,921 in the October 2026 data, down 19%. Total employees: 14 in October 2021 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Skybound Wealth USA serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (291); high net worth individuals (48).
Does Skybound Wealth USA report any disciplinary disclosures?
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/313358
What changed in Skybound Wealth USA's recent Form ADV filings?
In the October 2026 filing data: Employees performing advisory functions went from 6 to 12. Registered or notice-filed in MO, NE.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies. See the firm's brochure (dated March 27, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$166,454,921 as of October 2026, filing dated September 18, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Legal name
- Skybound Wealth Management USA, LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2021 (5 years)
- Employees
- Total: 12. Performing investment advisory functions: 12.
- Wrap fee program participation
- No.
- Other offices (Schedule D, Section 1.F)
-
3 other offices, as of the October 2026 filing
- States registered or notice-filed
-
18 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $166,454,921 | 12 | September 18, 2026 |
| October 2025 | $160,577,958 | 10 | July 23, 2025 |
| October 2024 | $35,958,062 | 7 | July 17, 2024 |
| October 2023 | $235,200,000 | 13 | June 8, 2023 |
| October 2022 | $225,000,000 | 16 | August 18, 2022 |
| October 2021 | $205,000,000 | 14 | May 6, 2021 |
Regulatory assets under management: $205,000,000 in the October 2021 data and $166,454,921 in the October 2026 data, down 19%.
Total employees: 14 in October 2021 and 12 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- October 2026
- Employees performing advisory functions went from 6 to 12.
- Registered or notice-filed in MO, NE.
- April 2026
- Registered or notice-filed in CO, MI.
- January 2026
- No longer registered or notice-filed in NV.
- December 2025
- Registered or notice-filed in KS, NH, OR, VA.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Skybound Wealth USA (CRD 313358): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/skybound-wealth-usa-houston-tx-313358