| As of Date | 04/13/2026 |
| Registration | SEC, Approved, 11/05/2018 |
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| ADV Location | FORT WORTH, TX, United States |
| Contact Info | 817 xxxxxxx |
| Websites |
| AUM* | 657,825,724 29% |
| of that, discretionary | 654,884,188 30% |
| Number of Employees | 9 |
| of those in investment advisory functions | 6 |
| Private Fund GAV* | 0 |
| Avg Account Size | 586,820 11% |
| % High Net Worth | 53.26% 24% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- A percentage of assets under your management
- Hourly charges
No private funds
| Adviser | Hedge Fund | Liquidity Fund | Private Equity Fund | Real Estate Fund | Securitized Asset Fund | Venture Capital Fund | Other Fund | Total Private Fund GAV | AUM | #Funds | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Adviser RICHARD P. SLAUGHTER ASSOCIATES, INC. | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM905.2m | #Funds- | |
| Adviser HARBOR FINANCIAL GROUP, INC. | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM316.4m | #Funds- | |
| Adviser POLLOCK INVESTMENT ADVISORS, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM335.5m | #Funds- | |
| Adviser KOVALCIK & GERAGHTY WEALTH PARTNERS LLP | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM299.1m | #Funds- | |
| Adviser MOISAND FITZGERALD TAMAYO, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM1.4b | #Funds- | |
| Adviser WEALTHVIEW CAPITAL, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM319.5m | #Funds- | |
| Adviser SPRAKER WEST WEALTH MANAGEMENT, INC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM265.3m | #Funds- | |
| Adviser PRESTIGE WEALTH MANAGEMENT GROUP, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM666.4m | #Funds- | |
| Adviser HURLEY CAPITAL, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM326.1m | #Funds- | |
| Adviser FOUNDATION WEALTH MANAGEMENT, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM411.9m | #Funds- |