With offices located in Houston and Austin, Texas, this fee-only RIA practice is focused on providing financial advice to the fee-savvy, tax aware accredited investors. Through the use of active and passive investments, this practice uses tactical and strategic asset allocation, and creates customized portfolios for each client. With annual gross revenue exceeding $1,350,000 on approximately $197,000,000 in AUM from approximately 160 households, this practice would make a great addition to a larger RIA firm seeking to establish or expand its roots in the Houston and Austin, Texas areas and beyond. With over 60 years of combined experience in the investment advisor space, the principals of this practice are seasoned advisors with deep connections in Texas and well-established referral networks.
Given the principals and staff wish to remain post sale, the preferred buyer would be a well-established RIA firm that is looking for a merger or “sell-and-stay” opportunity.
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