Top financial advisors in Corpus Christi, TX
We’ve curated a list of the best financial advisors in Corpus Christi, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$69,826,653
Number of advisors
5 advisors
| $69,826,653 | 5 advisors | |
| 2 |
Assets under management
$58,034,382
Number of advisors
3 advisors
| $58,034,382 | 3 advisors | |
| 3 |
Assets under management
$26,379,244
Number of advisors
5 advisors
| $26,379,244 | 5 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Corpus Christi, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Corpus Christi. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Herndon Plant Oakley Ltd
Brent S. Holt is an Investment Advisor Representative at Herndon Plant Oakley Ltd. with a B.S. in Industrial Distribution from Texas A&M University. He has been with the firm since 2011 and is also registered with Springwater Advisors, LLC. Mr. Holt engages in broker-dealer activities, executing trades for clients and may receive commissions. He charges advisory fees, ticket charges, and may receive distribution fees from mutual funds. As a fiduciary, he is overseen to ensure client interests are prioritized. Mr. Holt is also a licensed insurance agent through Herndon Plant Oakley Insurance Agency LC, though insurance activities represent less than 1% of his services. He may earn insurance commissions based on production. Supervised by Elizabeth Ragan, Chief Compliance Officer, Mr. Holt's activities are monitored regularly. He has no disciplinary history and meets state registration requirements. Clients can contact Elizabeth Ragan for supervision-related inquiries. Mr. Holt does not receive additional compensation from third parties for advisory services, but may earn compensation from brokerage commissions, insurance commissions, and account management fees.
$69,826,653 under management
5 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Selection Of Other AdvisersSpringwater Advisors, LLC
Springwater Advisors, LLC is a financial advisory firm based in Corpus Christi, Texas. It currently has approximately $58,034,382 of assets under management and employs about 3 people. Springwater Advisors, LLC uses a fee structure of a percentage of assets under your management, fixed fees and portfolio consulting services.
$58,034,382 under management
3 advisors
Fee structure
A percentage of assets under your management
Fixed fees
PORTFOLIO CONSULTING SERVICES
Services offered
Portfolio Management For Individuals And/or Small BusinessesSelection Of Other AdvisersPortfolio Consulting ServicesStonewater Wealth Management, Inc.
Stonewater Wealth Management Inc. presents Eduardo Campos as an Investment Adviser Representative since August 2019. Eduardo Campos, born in 1992, has not pursued higher education beyond high school. He has no legal or disciplinary events relevant to client evaluation. Eduardo Campos solely conducts investment advisory services through Stonewater Wealth Management Inc. and receives compensation exclusively from the firm. As a representative, he is supervised by Michael Sharp, the Chief Compliance Officer, ensuring compliance with regulations, the firm's Code of Ethics, and compliance manual. Eduardo Campos has no involvement in arbitration claims, civil proceedings, or bankruptcy petitions. Clients can contact Michael Sharp at (361) 482-0699 for supervision inquiries. The brochure does not mention specific investment strategies or methods of analysis employed by Stonewater Wealth Management Inc. or Eduardo Campos.
$26,379,244 under management
5 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Corpus Christi, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Corpus Christi. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Your first meeting is free.