New Advisers Weekly

Newly registered investment advisers in Texas

22 adviser firms in Texas had a first registration approved in the last 30 days, 76 in the last 90 and 355 in the last 12 months. Data date 2026-11-13. National list, last 90 days.

Approved in the last 30 days

ALPHA CAPITAL INVESTMENT MANAGEMENT LLC

TX · city not in the state feed · approved 2026-11-11

Exempt reporting

GENERALIZE VENTURES, LLC

Mckinney · approved 2026-11-11

Exempt reporting

ARTAIR FINANCIAL

Plano · approved 2026-11-04

State-registered

LEMMA FINANCIAL

TX · city not in the state feed · approved 2026-11-04

State-registered

SENTIERO CAPITAL MANAGEMENT, LLC

Dallas · approved 2026-11-04

Exempt reporting

NEW COVENANT FINANCIAL LLC

TX · city not in the state feed · approved 2026-11-03

State-registered

OEW INVESTMENT ADVISORS LP

Austin · approved 2026-10-30

Exempt reporting

PUTHOUSE

Austin · approved 2026-10-30

SEC-registered

MOMENTUM FINANCIAL PLANNING LLC

TX · city not in the state feed · approved 2026-10-29

State-registered

SABLE X WEALTH MANAGEMENT LLC

Dayton · approved 2026-10-29

State-registered

CLOUDPAVE

Spring · approved 2026-10-28

State-registered

FRIO ENERGY PARTNERS

Houston · approved 2026-10-28

Exempt reporting

PROCESS CAPITAL MANAGEMENT, LLC

Coppell · approved 2026-10-28

State-registered

FINANCIAL ADVICE CENTER

TX · city not in the state feed · approved 2026-10-26

State-registered

HOMAN FINANCIAL SERVICES LLC

TX · city not in the state feed · approved 2026-10-26

State-registered

SONRISE OPPORTUNITY CORP.

TX · city not in the state feed · approved 2026-10-22

State-registered

DALTOK CAPITAL MANAGEMENT, LLC

Denton · approved 2026-10-21

Exempt reporting

ECLIPSE WEALTH MANAGEMENT

TX · city not in the state feed · approved 2026-10-16

State-registered

PENNLITON MANAGEMENT LLC

TX · city not in the state feed · approved 2026-10-16

State-registered

THOMPSON MERIDIAN ADVISORS

Austin · approved 2026-10-16

Exempt reporting

TROOP CAPITAL MANAGEMENT

Dallas · approved 2026-10-16

Exempt reporting

VIOLET CROWN WEALTH ADVISORS LLC

TX · city not in the state feed · approved 2026-10-16

State-registered

The paid lists

The 22 above are the last 30 days in Texas, without phone numbers or websites. 960 firms were approved nationwide in the last 90 days. Which of them are in the segment you sell to, and who reaches them in their first 60 days?

USD 29, one time: every adviser firm whose first registration was approved in the last 90 days, nationwide, all three segments, as one CSV: CRD number, firm name, city and state (where filed), segment, business phone, website, employees, regulatory assets under management, approval date and the public record link. Emailed within 1 business day.

Get the 90-day CSV — USD 29 Weekly email — USD 19/month (state-registered) or 29 (all segments)

The weekly email lists the firms approved in the previous week, every Monday, until you cancel on Gumroad. Full refund if we cannot produce your list. See a real sample.

Earlier in the last 12 months (333)

FirmCitySegmentApproved
ESCARPMENT FINANCIAL GROUP, LLC—State-registered2026-10-14
STEWARDED, LLCSouthlakeState-registered2026-10-14
TWE POLYMARKET MGR, LLCHoustonExempt reporting2026-10-11
TWE NEURALINK SPV MGR, LLCHoustonExempt reporting2026-10-09
AUREVIA WEALTH MANAGEMENT LLCHoustonState-registered2026-10-08
FLEMING WEALTH—State-registered2026-10-08
LONGEVITY FIDUCIARYHoustonState-registered2026-10-08
PURPOSE CAPITAL MANAGEMENT, LLCDallasSEC-registered2026-10-08
BETA FINANCIAL ADVISORSSan AngeloState-registered2026-10-07
BAXTER CAPITAL GROUP—State-registered2026-10-06
PICCOLO INVESTMENT CONSULTING, LLCDentonSEC-registered2026-10-06
HOLMES FINANCIAL MANAGEMENT CO., LLCHoustonExempt reporting2026-10-02
L. J. SMITH & CO LLC—State-registered2026-10-01
WXYZ II, LLCAustinExempt reporting2026-09-30
SAGEFOLIO ADVISORS—State-registered2026-09-29
ASK CAPITAL INVESTMENT MANAGERSAmarilloSEC-registered2026-09-25
ATHARI INTERNATIONAL LLCHoustonExempt reporting2026-09-25
CORNER SPEED CAPITAL PARTNERSFort WorthExempt reporting2026-09-25
FINHIVE DISTRIBUTIONDallasState-registered2026-09-25
JCH EQUITYHuntsvilleExempt reporting2026-09-25
LEGACY 305 FRHK VENTURE LLCKellerExempt reporting2026-09-25
LIVE OAK RESOURCE PARTNERSHoustonExempt reporting2026-09-25
NAX CAPITAL LLC—State-registered2026-09-25
ZEAL APEX MANAGEMENT LLC—Exempt reporting2026-09-25
83 FINANCIAL—State-registered2026-09-23
SECOVIA CAPITAL LLCDallasExempt reporting2026-09-23
ALLZEN WEALTH AND FINANCIAL SERVICESHoustonState-registered2026-09-22
NEXT WEALTH ADVISERS—State-registered2026-09-22
BLANCK FINANCIAL—State-registered2026-09-21
LAFAYETTE FINANCIAL PLANNING LLC—State-registered2026-09-17
SIDE CREEK CAPITAL MANAGEMENT LLC—Exempt reporting2026-09-17
EVERGLADE CAPITAL, LLCFriscoState-registered2026-09-16
HARVEST ROYALTY MANAGEMENTHoustonExempt reporting2026-09-16
PERNAS CAPITAL, LP—Exempt reporting2026-09-16
HERNDON PLANT OAKLEY LTDCorpus ChristiSEC-registered2026-09-11
CHRISTOPHER JAMES CAPITAL ADVISORS—State-registered2026-09-10
FIELDSTONE ADVISORY LLCAustinState-registered2026-09-10
DUALITY CAPITAL MANAGEMENT LLCAustinExempt reporting2026-09-03
BLUE ORCA, LLCAustinSEC-registered2026-09-02
ALPHA OMEGA ADVISORS LLC—Exempt reporting2026-09-01
BAT FINANCIAL SERVICES LLC—State-registered2026-09-01
EAGLE FINANCIAL ADVISORS, LLCFriscoSEC-registered2026-09-01
MURRAY SECURITIES, INC.TylerSEC-registered2026-09-01
VALCORRA CAPITALHoustonState-registered2026-09-01
MONTGOMERY CAPITAL ADVISERSPlanoExempt reporting2026-08-31
CADE FAMILY MANAGEMENT, LLC—Exempt reporting2026-08-25
CANYON ABF MANAGER LLCDallasSEC-registered2026-08-21
PALACE ROAD CAPITAL, LLCDallasExempt reporting2026-08-21
AVANZZA INVESTMENTS LLCThe WoodlandsState-registered2026-08-20
DVERSIFY ADVISORS LLCGeorgetownState-registered2026-08-20
FIFTH GENERATION ADVISERSHoustonState-registered2026-08-20
EXOPTIO CAPITAL MANAGEMENT, LLCAustinExempt reporting2026-08-19
AMS OPPORTUNITIESDallasState-registered2026-08-18
LP FIRST CAPITAL LLCAustinExempt reporting2026-08-18
CRUX CAPITAL LTDDallasSEC-registered2026-08-14
CATI CAPITAL PARTNERS LLCDallasExempt reporting2026-08-12
EFS ASSET MANAGEMENT LLCDallasState-registered2026-08-12
INTEGRA WEALTH ADVISORS, LLCHoustonSEC-registered2026-08-11
2521 WEALTH MANAGEMENT LLC—State-registered2026-08-07
ALLOYED STRATEGIES LLCAustinExempt reporting2026-08-06
COVALENCE INVESTMENT PARTNERS, L.P.HoustonSEC-registered2026-08-06
REDFISH CAPITALCypressSEC-registered2026-08-06
CSR CAPITALDallasSEC-registered2026-08-05
ENDURANCE FINANCIAL PLANNING, LLCMcallenSEC-registered2026-08-05
MISSION TRAIL CAPITAL MANAGEMENT, LLCAustinSEC-registered2026-08-05
MYTIMEEQUITYPlanoSEC-registered2026-08-05
PONTEM INVESTMENT MANAGEMENT COMPANYHoustonSEC-registered2026-08-05
WESTMONT ADVISORY, LLCFlower MoundSEC-registered2026-08-05
ENTROPIC ALPHA CAPITAL MANAGEMENT, LLC—Exempt reporting2026-08-04
RSII MINERALS LPDallasExempt reporting2026-08-03
GOSCH WEALTH ADVISORY—State-registered2026-08-02
ARENOVA CAPITAL LPDallasExempt reporting2026-07-30
DEAJ INSURANCE AND INVESTMENTS CONSULTING—State-registered2026-07-30
MONTIPORA CAPITAL MANAGEMENT LLC—Exempt reporting2026-07-28
SHEPHERD ADVISORY LLC—State-registered2026-07-28
BSV SPECIAL ENTITY MANAGEMENTDallasExempt reporting2026-07-27
VAULTSTONE ADVISORY, LLCPasadenaExempt reporting2026-07-26
NEXTBIO CAPITAL MANAGEMENT LPAustinSEC-registered2026-07-23
TEMPER MANAGEMENT 369, LLC—Exempt reporting2026-07-23
LEVIATHAN VENTURES MANAGEMENT, LLCAustinExempt reporting2026-07-17

Reading the list

Facts only: the segment is the registration type the file states; the approval date is the date the regulator approved the firm's first registration in that segment. SEC-registered and exempt reporting firms are placed by main office; state-registered firms by the approving regulator, because the public state file carries no street or city. Look any firm up in the official public record by name.