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Financial advisory firms
in Southlake, TX.

Search financial advisors or advisory firms by filed office geography, public filed services, and client types.

2 financial advisors16 advisory firms1 city

Financial advisor coverage follows current affiliations with firms having filed offices in this geography. Counts are deduplicated; not a personal-branch or expertise claim.

16 advisory firmsCompare public facts. Verify experience directly.
2 financial advisors16 advisory firms1 city

Matching records for your current geography and filters. Category advisor counts reflect affiliated firms reporting that category, not individual service assertions.

ANCOR CAPITAL PARTNERSCRD 210524

Advisory firm

Filed advisory firm office: Southlake, TX

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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CORPS CAPITAL ADVISORS, LLCCRD 304643

Advisory firm

Filed advisory firm office: Southlake, TX

Filed firm type: Registered

High net worth individualsFinancial planningPortfolio management for individuals and/or small businessesPortfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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GAUGE CAPITALCRD 169890

Advisory firm

Filed advisory firm office: Southlake, TX

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Other: PORTFOLIO COMPANY MANAGEMENT SERVICESPortfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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INSIGHT EQUITY MANAGEMENT COMPANY LLCCRD 157092

Advisory firm

Filed advisory firm office: Southlake, TX

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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KINGFISH CAPITAL PARTNERS LLCCRD 283489

Advisory firm

Filed advisory firm office: Southlake, TX

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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MILLS WEALTH ADVISORS, LLCCRD 159251

Advisory firm

Filed advisory firm office: Southlake, TX

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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OPENAIR FINANCIAL, LLCCRD 300362

Advisory firm

Filed advisory firm office: Southlake, TX

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Educational seminars/workshopsFinancial planning
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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PLANGUIDE FINANCIALCRD 329089

Advisory firm

Filed advisory firm office: Southlake, TX

Filed firm type: Registered

Pension and profit sharing plansFinancial planningPension consulting servicesPortfolio management for businesses or institutional clients (other than 3 and 4)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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PRESTIGE WEALTH MANAGEMENTCRD 336264

Advisory firm

Filed advisory firm office: Southlake, TX

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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PROPHET EQUITY MANAGEMENT II LLCCRD 170614

Advisory firm

Filed advisory firm office: Southlake, TX

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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PROPHET EQUITY MANAGEMENT LLCCRD 163214

Advisory firm

Filed advisory firm office: Southlake, TX

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ST. JAMES INVESTMENT COMPANY, LLCCRD 124777

Advisory firm

Filed advisory firm office: Southlake, TX

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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TABERNACLE EQUITY MANAGEMENT LLCCRD 336248

Advisory firm

Filed advisory firm office: Southlake, TX

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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TL PRIVATE WEALTHCRD 167818

Advisory firm

Filed advisory firm office: Southlake, TX

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Financial planningPortfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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TRINITY INVESTORS FUND ADVISORS, LLCCRD 314603

Advisory firm

Filed advisory firm office: Southlake, TX

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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TRINITY PORTFOLIO ADVISORS, LLCCRD 151721

Advisory firm

Filed advisory firm office: Southlake, TX

Filed firm type: Registered

Charitable organizationsHigh net worth individualsIndividuals (other than HNW)Pension and profit sharing plans
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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