Advisers / Texas
New investment adviser firms in Texas
In the four weeks to October 11, 2026, 34 adviser firms based in Texas registered for the first time with the SEC or a state regulator.
9new firms a week
20registered advisers, 4 weeks
14exempt fund managers, 4 weeks
Per week
By type, 4 weeks
- State-registered adviser16
- Exempt reporting adviser (SEC)7
- Exempt reporting adviser (state)7
- SEC-registered adviser4
The latest firms
| Registered | Firm | Type | City |
|---|---|---|---|
| Oct 11 | Twe Polymarket MGR, LLC | ERA (SEC) | Houston |
| Oct 9 | Evercrest Capital Partners LLC | ERA (SEC) | — |
| Oct 9 | Twe Neuralink SPV MGR, LLC | ERA (SEC) | Houston |
| Oct 8 | Oneway Financial, LLC | State RIA | — |
| Oct 8 | Aurevia Wealth Management LLC | State RIA | Houston |
| Oct 8 | Fleming Wealth | State RIA | — |
| Oct 8 | Longevity Fiduciary, LLC | State RIA | Houston |
| Oct 8 | Purpose Capital Management, LLC | SEC RIA | Dallas |
| Oct 7 | Beta Financial Advisors | State RIA | San Angelo |
| Oct 6 | Baxter Capital Group | State RIA | — |
| Oct 2 | Holmes Financial Management CO., LLC | ERA (SEC) | Houston |
| Oct 1 | L. J. Smith & CO LLC | State RIA | — |
| Sep 30 | Wxyz II, LLC | ERA (SEC) | Austin |
| Sep 29 | Sagefolio Advisors | State RIA | — |
| Sep 25 | Finhive Distribution, LLC | State RIA | Dallas |
Subscribers also get each firm's business phone, website, address, size and where it's registered.
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