Houston Wealth Advisers

The firm serves Houston-based families whose wealth originates in the upstream oil-and-gas and midstream infrastructure sectors. Many clients hold concentrated positions in privately held operating businesses or mineral-rights portfolios. The firm's model is built around managing the liquid portion of that wealth — typically taxable-bond ladders and equity ETFs — rather than sourcing alternative investments.

Based on the firm's public disclosures and market positioning, it does not appear to operate a fund-of-funds program or maintain a curated roster of alternative-investment managers. The firm's stated emphasis on separately managed accounts and principal protection suggests private-fund commitments are not a core part of the client experience.

Houston Wealth Advisers operates on a fee-only basis, charging clients a percentage of assets under management for discretionary portfolio construction and ongoing advice. The firm's regulatory profile indicates no commission-based insurance or brokerage revenue, consistent with the fiduciary standard that governs registered investment advisers.

No. The firm is structured as an independent registered investment adviser, not a subsidiary of a bank holding company or a wirehouse. This independence allows the firm to build portfolios using third-party custody platforms and off-the-shelf ETFs, rather than proprietary products.

The firm emphasizes capital preservation, tax efficiency and liquidity. Portfolios are built around individually managed bond ladders — predominantly municipal bonds for in-state residents — and a passive equity allocation via low-cost ETFs. The firm does not market a tactical asset-allocation overlay or proprietary market-timing signals.