Top financial advisors in Galveston, TX
We’ve curated a list of the best financial advisors in Galveston, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$180,045,338
Number of advisors
9 advisors
| $180,045,338 | 9 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 Galveston, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Galveston. 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.
Kempner Capital Management, Inc.
Kempner Capital Management, Inc. is a registered investment adviser established in January 1982, located in Galveston, TX. The firm specializes in providing investment advice primarily for equity portfolios using a value management style and fixed income advice. They manage discretionary client portfolios with minimal regard for factors like the client's other investments. The firm's investment philosophy focuses on a disciplined, deep-value approach to investing in overlooked companies with the goal of achieving a total pre-tax return greater than the rate of inflation over three to five years. For new discretionary clients, fees are based on the market value of the portfolio and are negotiable. The firm charges quarterly fees ranging from 0.1875% to 0.10% based on the portfolio value. KCM also manages an open-end equity mutual fund and charges an annual management fee of 0.59%. The firm does not charge performance-based fees or engage in side-by-side management. Kempner Capital Management has $180,045,338 of discretionary assets under management as of December 31, 2022. The firm has a Code of Ethics in place to ensure client interests are prioritized, and employees are prohibited from using non-public information or engaging in unfair personal securities trading. KCM has full trading authority for discretionary accounts and votes proxies for client securities. The firm does not provide compensation for client referrals and does not market through third-party arrangements.
$180,045,338 under management
9 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Investment CompaniesPortfolio Management For Pooled Investment VehiclesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
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 Galveston, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Galveston. 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.
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