Search advisors

Filter by name, location, or specialty. All data from public SEC filings.

113 advisers found

327 CAPITAL PARTNERS, LLC

San Antonio, TX

AUM

$505.5M

Wealth Mgmt

Team

1 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

210-320-0202

Full profileNo website

MAGARIAN CAPITAL MANAGEMENT, LLC

San Antonio, TX

AUM

$259.7M

Wealth MgmtInstitutional

Team

1 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

856-334-8260

Full profileNo website

PIVOT INVESTMENT PLANNING, LLC

San Antonio, TX

AUM

$45.7M

Wealth MgmtTrusts & Estates

Team

2 advisors

Clients

Fees

Percentage of AUM

(210) 239-3661

Full profileNo website

GUNN & CO ASSET MANAGEMENT INC

San Antonio, TX

AUM

$37.7M

Wealth MgmtTrusts & Estates

Team

1 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

(210) 222-2711

Full profileNo website

SANSONE & ASSOCIATES

San Antonio, TX

AUM

$12.5M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

210-558-7218

Full profileNo website

THE LEGACY COLLABORATIVE, INC.

San Antonio, TX

AUM

$4.5M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

210-664-9500

Full profileNo website

HMP CAPITAL MANAGEMENT, LLC

San Antonio, TX

AUM

$600K

Wealth Mgmt

Team

1 advisors

Clients

—

Fees

Performance-based fees

210-820-3378

Full profileNo website

GAMBOA CAPITAL MANAGEMENT INC.

San Antonio, TX

AUM

$245K

Wealth Mgmt

Team

1 advisors

Clients

—

Fees

Percentage of AUM

210-615-2300

Full profileNo website

ACRUENCE MANAGEMENT LLC

San Antonio, TX

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

210-415-5311

Full profileNo website

EF MANAGER LLC

San Antonio, TX

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

713-863-3297

Full profileNo website

EMBREY FUND MANAGER, LLC

San Antonio, TX

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

(210) 824-6044

Full profileNo website

ESCALERA COMMUNITY INVESTMENTS, LLC

San Antonio, TX

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

210-227-1010

Full profileNo website

MANIFEST ENERGY TRANSITION COMPANY, LLC

San Antonio, TX

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

843-823-7900

Full profileNo website

OXWATER CAPITAL MANAGEMENT

San Antonio, TX

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

210-867-9611

Full profileNo website

SHERPA WEALTH MANAGEMENT LLC

San Antonio, TX

AUM

Wealth Mgmt

Team

1 advisors

Clients

—

Fees

Percentage of AUM; REFERRAL FEES/CO-ADVISOR FEES

(210) 776-4600

Full profileNo website

STJ VENTURES, LLC

San Antonio, TX

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

210-824-1471

Full profileNo website

WHITE POST INVESTMENTS, LP

San Antonio, TX

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

(646)-388-2414

Full profileNo website

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