Adviser Profile

As of Date 03/24/2026
Registration SEC, Approved, 02/02/2022
Other registrations (1)
ADV Location ADDISON, TX, United States
Contact Info 888 xxxxxxx
Websites
AUM* 174,175,082 31%
of that, discretionary 174,175,082 33%
Number of Employees 2
of those in investment advisory functions 2 100%
Private Fund GAV* 0
Avg Account Size 507,799 5%
% High Net Worth 79.17% 5%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

174M 149M 124M 100M 75M 50M 25M
2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Similar advisers

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 PACIFICA WEALTH ADVISORS, INC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM176.1m #Funds-
Adviser ROUNDVIEW CAPITAL, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM2.1b #Funds-
Adviser TRANQUILITY PARTNERS, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM897.0m #Funds-
Adviser SS&H FINANCIAL ADVISORS, INC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM482.2m #Funds-
Adviser WILLIAM HOWARD & CO. FINANCIAL ADVISORS, INC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM342.1m #Funds-
Adviser JUNCTURE WEALTH STRATEGIES, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM473.6m #Funds-
Adviser 17 CAPITAL PARTNERS, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM246.4m #Funds-
Adviser MH & ASSOCIATES SECURITIES MANAGEMENT CORPORATION Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM150.5m #Funds-
Adviser PROVIDENT INVESTMENT MANAGEMENT, INC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM1.1b #Funds-
Adviser STRATEGIC ASSET MANAGEMENT GROUP ADVISORS Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM416.5m #Funds-

Brochure Summary