POST OAK PRIVATE WEALTH ADVISORS
  • POST OAK PRIVATE WEALTH ADVISORS
  • DBA MFA CAPITAL ADVISORS
  • TEXAS INVESTMENT MANAGEMENT, LLC D/B/A MFA CAPITAL ADVISORS
  • TEXAS INVESTMENT MANAGEMENT
  • RMW ADVISORS, LLC
  • MFA CAPITAL ADVISORS

Adviser Profile

As of Date 01/16/2026
Registration SEC, Approved, 07/06/2019
Other registrations (1)
ADV Location HOUSTON, TX, United States
Contact Info 281 xxxxxxx
Websites
AUM* 390,930,642 91%
of that, discretionary 390,930,642 91%
Number of Employees 7 40%
of those in investment advisory functions 7 40%
Private Fund GAV* 0
Avg Account Size 499,911 45%
% High Net Worth 23.61% -15%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges

Reported AUM

391M 335M 279M 223M 168M 112M 56M
2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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