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Investors Brokerage of Texas
Founded in 1982, Investors Brokerage of Texas operates as a registered investment advisor headquartered in Waco, serving individuals, trusts, estates, pension...
Investors Brokerage of Texas
Founded in 1982, Investors Brokerage of Texas operates as a registered investment advisor headquartered in Waco, serving individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations, and other business entities across Central Texas. The firm provides a standard suite of wealth management services including investment advisory, financial planning, portfolio management, estate planning, and retirement planning. The firm's investment strategy centers on traditional portfolio construction for a regional client base, with advisory services spanning equities, fixed income, and retirement-plan assets. Its client roster includes both individual retail accounts and institutional relationships such as pension plans and corporate entities. Geographic concentration remains heavily weighted toward Texas, with the firm's single Waco office serving as the primary point of client contact and portfolio management. The firm maintains a lean operational profile consistent with regional RIAs of its vintage — no disclosed satellite offices, no publicly reported AUM, and no adjacent venture or philanthropic vehicles identified in public records. Its regulatory filings confirm its status as an SEC-registered investment advisor providing fee-based advisory services. Investors Brokerage of Texas is structurally a traditional regional RIA — not a family office, aggregator platform, or multi-family office roll-up. Its differentiation lies in longevity within a single Central Texas market, a fiduciary fee-only model, and a client base that mixes retail and small-institutional relationships in a geography where branch-based wirehouses and insurance-affiliated advisors dominate.
General information
Firm type
Bank / Wealth / Trust
Year founded
1982
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Waco
Corporate office
Waco, TX, United States
Sector focus
Frequently asked questions
Is Investors Brokerage of Texas a broker-dealer or an RIA?
Investors Brokerage of Texas operates as a registered investment advisor (RIA), not a broker-dealer, despite the name. As an RIA, the firm bears a fiduciary duty to its clients and typically charges fee-based compensation for advisory services rather than commissions on product sales.
What types of clients does the firm serve?
The firm serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations, and other business entities. Its client base includes both retail and small-institutional relationships, concentrated primarily in Central Texas.
Does the firm manage discretionary portfolios or act solely as a financial planner?
The firm provides both discretionary portfolio management and financial planning services. Its regulatory filings confirm active portfolio management alongside estate planning and retirement planning capabilities.
Who owns Investors Brokerage of Texas?
Ownership details are not publicly disclosed. The firm has operated since 1982 in Waco, Texas, and its ownership structure has not been reported in available public records or industry publications.
Where can I find the firm's ADV filings?
As an SEC-registered investment advisor, the firm's Form ADV filings are accessible through the SEC's Investment Adviser Public Disclosure database. These filings contain details on AUM, fee schedules, disciplinary history, and client composition.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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