COMPOSEDPRO, INC.
San Antonio, TX
AUM
$44.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
2109104432
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
113 advisers found
SARMAYA PARTNERS, LLC
San Antonio, TX
AUM
$33.0M
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
303-520-2419
SENSUS WEALTH MANAGEMENT GROUP LLC
San Antonio, TX
AUM
$32.5M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
210-735-4000
CAPITAL ALLIANCE WEALTH MANAGEMENT
San Antonio, TX
AUM
$32.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
210-460-6677
MCNALLY FINANCIAL SERVICES CORPORATION
San Antonio, TX
AUM
$27.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
10 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
210-545-7080
RELYON FINANCIAL ADVISORS, LLC
San Antonio, TX
AUM
$23.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
682-626-6082
VAULKSHIRE INVESTMENT ADVISORS
San Antonio, TX
AUM
$20.2M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
210-273-8011
KMC WEALTH MANAGEMENT, LLC
San Antonio, TX
AUM
$18.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
210-834-5327
TRELLISENT INVESTMENTS
San Antonio, TX
AUM
$16.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
210-957-1235
THE SUMMIT GROUP
San Antonio, TX
AUM
$16.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
210-293-0293
LIFETIME FINANCIAL PLANNERS LLC
San Antonio, TX
AUM
$15.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
(512) 400-9211
WHITNEY FINANCIAL STRATEGIES, LLC
San Antonio, TX
AUM
$11.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
210-524-7763
LIME ROCK INVESTMENT MANAGEMENT COMPANY, INC.
San Antonio, TX
AUM
$9.0M
Wealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
9086924864
PRAESTANTIA CAPITAL, LLC
San Antonio, TX
AUM
$7.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
210-852-7206
JW HALL FINANCIAL LLC
San Antonio, TX
AUM
$6.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
3374465950
PORTAFOLIO CAPITAL MANAGEMENT
San Antonio, TX
AUM
$1.5M
Financial PlanningWealth MgmtInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
5125938380
LARSEN FINANCIAL MANAGEMENT
San Antonio, TX
AUM
$1.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
210-393-8642
CARR CONSULTING P.A.
San Antonio, TX
AUM
$503K
Financial PlanningWealth MgmtInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
210-694-7884
SA FINANCIAL SOLUTIONS, LLC
San Antonio, TX
AUM
$438K
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
210-497-8743
CONCEPTUM STRATEGIES
San Antonio, TX
AUM
$24K
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
210-901-9856
ALTAMIRA CAPITAL MANAGEMENT LLC
San Antonio, TX
AUM
$0
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(210) 592-7100
B365INVEST
San Antonio, TX
AUM
$0
Financial PlanningWealth MgmtInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
469-833-1220