Ew Healthcare Partners is a financial advisory firm based in The Woodlands, Texas. It currently has approximately $2,083,350,390 of assets under management and employs about 18 people. Ew Healthcare Partners uses a fee structure of a percentage of assets under your management, performance-based fees and see schedule d - miscellaneous.

Rockland Capital, Lp is a financial advisory firm based in The Woodlands, Texas. It currently has approximately $1,362,075,937 of assets under management and employs about 22 people. Rockland Capital, Lp uses a fee structure of a percentage of assets under your management and performance-based fees.

Quattro Financial Advisors LLC, established in June 2016, offers investment management and advisory services on a discretionary and non-discretionary basis. The firm manages portfolios based on client risk tolerance, with assets under management totaling $1,444,550,535 as of December 31, 2024. Quattro serves as the discretionary investment manager for private investment funds VRX I Investment Fund and QTO FUND SPC. The firm provides continuous advice, develops investment policy statements, and offers portfolio consulting services. Quattro's investment recommendations cover a range of instruments, including mutual funds, ETFs, equities, and debt securities. Fees are typically 1.00% of assets under management, subject to negotiation. The firm does not charge performance-based fees. Quattro primarily serves foreign entities and high net worth individuals, with no minimum relationship size required. Investment strategies include strategic and tactical asset allocation, with a focus on risk management and long-term goals. The firm has a Code of Ethics, discloses potential conflicts of interest, and provides detailed risk factors associated with its investment strategies. Quattro does not have custody of client assets, which are held with a qualified custodian. Clients may grant discretionary authority for securities transactions, and the firm may vote proxies for client securities. Quattro has no reportable disciplinary events and maintains financial transparency.

Avion Wealth is a financial advisory firm based in The Woodlands, Texas. It currently has approximately $687,761,277 of assets under management and employs about 15 people. Avion Wealth uses a fee structure of a percentage of assets under your management and fixed fees.

Engrave Wealth Partners, LLC is a registered investment adviser established in 2017, located in The Woodlands, Texas. The firm offers portfolio management services for individuals, small businesses, and institutional clients, along with financial planning. Engrave Wealth Partners manages assets totaling $664,447,002 on a discretionary basis. The firm's fee schedule ranges from 0.35% to 1.50% per annum based on the scope of work, investment advice, and account complexity. Clients may authorize direct fee deductions. Investment strategies include long-term and short-term purchases, trading, option writing, and alternative investments. Engrave Wealth Partners acts as a fiduciary for ERISA retirement plans, providing services tailored to clients' needs and goals. The firm utilizes fundamental, technical, and cyclical analysis methods, sourcing information from various financial publications and research materials. Engrave Wealth Partners does not charge performance-based fees and does not engage in side-by-side management. The firm does not vote proxies on behalf of clients and has a Business Continuity Plan in place to address potential disruptions.

Rhame & Gorrell Wealth Management, LLC is a registered investment adviser based in The Woodlands, TX, established in April 2016 by Jeffrey Rhame. The firm specializes in financial planning, consulting, and investment management services, managing $863,337,591 of assets on a discretionary basis as of February 18, 2025. Services include cash flow forecasting, trust and estate planning, retirement planning, and risk management. Clients have discretion over decisions and are not obligated to act on recommendations. The firm offers tax return preparation services through an affiliated accounting firm for clients with $2 million in managed assets, with the option to use external services. Investment strategies include long-term purchases, short-term purchases, trading, and options. Clients may impose restrictions on account management. The firm acts as a fiduciary for retirement plan accounts and IRAs, ensuring recommendations are in the client's best interest. Fees are based on assets under management, with a tiered structure ranging from 0.55% to 1.30%. RGWM does not charge performance-based fees and serves individuals, corporations, and business entities. The firm's investment strategies involve fundamental, technical, and cyclical analysis, with a focus on client-specific needs and objectives. RGWM does not have any disciplinary events and exercises investment discretion on behalf of clients. Clients receive regular account statements and reports from custodians and the firm. RGWM does not compensate third-party solicitors for client referrals and does not vote client securities on their behalf.

Erguz, LLC is a registered investment advisor based in The Woodlands, Texas, established in 2013 by Javier Guzman, who serves as the owner and managing member. The firm specializes in asset management services, offering tailored investment strategies based on individual goals, time horizons, and risk tolerance. Clients have the option to engage Erguz on a discretionary or non-discretionary basis, with all current clients managed on a discretionary basis. Additionally, Erguz provides sub-advisory services to non-affiliated investment advisors. For asset management services, Erguz charges an annual fee based on a tiered structure ranging from 0.50% to 1.00% for assets under management. The firm does not participate in wrap fee programs. Clients are generally high net-worth individuals, with a minimum account size requirement of $1,000,000, subject to potential waiver by Erguz. The investment strategies involve fundamental and technical analysis, with a focus on client objectives and risk management. Erguz conducts quarterly account reviews and offers client meetings at least annually. The firm does not receive external compensation, engages in directed brokerage, or receives soft dollar benefits. Javier Guzman, the principal executive officer, has a background in Industrial & Operations Engineering and Finance/Investment Management. He has no disciplinary history and serves as the Chief Compliance Officer overseeing all advisory services provided by Erguz.

Waterway Wealth Management, L.L.C. is a financial advisory firm established in July 2012 by Daniel Paul Michalk. The firm specializes in providing investment advisory services, comprehensive wealth management, and financial planning services. Their Wrap Fee Program offers fee-only investment management services, covering individual debt and equity securities, mutual funds, index funds, and more. Clients pay an annualized Program Fee based on a tiered structure, starting at 1.00% for assets under management between $1,000,000 and $3,000,000. The firm emphasizes personalized service, offering ongoing support, portfolio monitoring, and quarterly reports. Waterway Wealth Management caters to families, individuals, high net worth individuals, pension and profit-sharing plans, trusts, and estates. The firm acts as the sole Portfolio Manager, developing tailored investment strategies based on client goals and risk tolerance. Investment analysis methods include charting, fundamental analysis, technical analysis, and cyclical analysis. The firm offers various investment strategies, including a Core Strategy, Core Plus Strategy, and Private Equity Strategy, each tailored to meet specific client objectives. Clients are encouraged to meet semi-annually to review their accounts and investment strategies. Waterway Wealth Management does not compensate for client referrals and has no disciplinary actions against the firm or its employees. The firm upholds a Code of Ethics, ensuring client interests come first and prohibiting the misuse of nonpublic information. Clients receive regular account statements and transaction confirmations, with reports provided electronically. The firm does not have financial conditions that would impair its ability to meet client commitments.

Newport Global Advisors LP is an investment adviser firm established in 2005 by Timothy T. Janszen and Ryan L. Langdon. The firm specializes in providing investment advice and related services to pooled investment vehicles and private investment funds, managing approximately $186 million on a discretionary basis as of December 31, 2024. The firm's investment strategy focuses on seeking high current income and total return through investments in leveraged loans, distressed debt, and equity instruments. They also aim to achieve attractive long-term risk-adjusted returns by capitalizing on market opportunities in the distressed debt market. The minimum investment in the Opportunities Fund I-A is $10 million, while in the Credit Fund, it is $5 million, with some discretion allowed by the Adviser. Fees are charged based on a percentage of assets under management, and performance-based fees are also applicable. The Adviser acts as a fiduciary and has no disciplinary history. Investment discretion is provided to the Adviser for making investment decisions on behalf of clients. The firm's principals, Timothy T. Janszen and Ryan L. Langdon, have extensive business experience and educational backgrounds in business administration and economics. The firm's compliance is overseen by a Chief Compliance Officer to ensure adherence to regulatory requirements.