New investment advisers in Texas
Adviser registrations that became effective in the last 45 days for firms whose main office is in Texas: SEC-registered, SEC 120-day, exempt reporting and state-registered. Scored for compliance consultants, custodians, archiving, cyber, E&O and RIA software.
New exempt reporting adviser · 141New SEC-registered adviser · 90New SEC adviser (120-day rule) · 88New state-registered adviser · 302
14 registrations effective in the last 45 days matching your filters · page 1 of 1
| Score | Effective ↓ | Firm | Registration | Location | Employees | RAUM | Flags | Contact | Source |
|---|---|---|---|---|---|---|---|---|---|
| 43 | 2026-10-21 | DALTOK CAPITAL MANAGEMENT, LLC CRD 344720 | New state-registered adviser | Denton, TX | — | — | Advises private funds | subscribers | IAPD |
| 32 | 2026-10-14 | STEWARDED, LLC CRD 340739 | New state-registered adviser | Southlake, TX | 1 | $0 | No RAUM yetNo website listed | subscribers | IAPD |
| 35 | 2026-10-08 | AUREVIA WEALTH MANAGEMENT LLC CRD 341583 | New state-registered adviser | Houston, TX | 1 | $0 | No RAUM yet | subscribers | IAPD |
| 35 | 2026-10-08 | LONGEVITY FIDUCIARY CRD 340324 | New state-registered adviser | Houston, TX | 1 | — | subscribers | IAPD | |
| 32 | 2026-10-07 | BETA FINANCIAL ADVISORS CRD 342712 | New state-registered adviser | San Angelo, TX | 1 | $0 | No RAUM yetNo website listed | subscribers | IAPD |
| 43 | 2026-09-25 | JCH EQUITY CRD 344474 | New state-registered adviser | Huntsville, TX | — | — | Advises private funds | subscribers | IAPD |
| 40 | 2026-09-25 | ATHARI INTERNATIONAL LLC CRD 344797 | New state-registered adviser | Houston, TX | — | — | Advises private fundsNo website listed | subscribers | IAPD |
| 40 | 2026-09-25 | LEGACY 305 FRHK VENTURE LLC CRD 344628 | New state-registered adviser | Keller, TX | — | — | Advises private fundsNo website listed | subscribers | IAPD |
| 40 | 2026-09-25 | CORNER SPEED CAPITAL PARTNERS CRD 344293 · 802-137595 | New state-registered adviser | Fort Worth, TX | — | — | Advises private fundsNo website listed | subscribers | IAPD |
| 38 | 2026-09-25 | FINHIVE DISTRIBUTION CRD 340342 | New state-registered adviser | Dallas, TX | 4 | — | subscribers | IAPD | |
| 35 | 2026-09-22 | ALLZEN WEALTH AND FINANCIAL SERVICES CRD 342542 | New state-registered adviser | Houston, TX | 1 | $0 | No RAUM yet | subscribers | IAPD |
| 43 | 2026-09-16 | HARVEST ROYALTY MANAGEMENT CRD 344095 | New state-registered adviser | Houston, TX | — | — | Advises private funds | subscribers | IAPD |
| 35 | 2026-09-16 | EVERGLADE CAPITAL, LLC CRD 341491 | New state-registered adviser | Frisco, TX | 1 | $0 | No RAUM yet | subscribers | IAPD |
| 35 | 2026-09-10 | FIELDSTONE ADVISORY LLC CRD 343109 | New state-registered adviser | Austin, TX | 1 | $0 | No RAUM yet | subscribers | IAPD |
Free weekly sample: five scored new adviser registrations every Monday
One week delayed, headline and summary only, no card. It exists so you can judge the scoring before paying.