Firms

Research an investment firm

Search SEC/IARD adviser-firm records by firm name, CRD, SEC number, or location. We organize the official evidence. The consumer decides.

Sourced firms: 23,622
Reported as registered: 16,783
Pending / 120-Day: 235
Exempt reporting: 6,604
Latest sourced release: August 3, 2026 · retrieved August 18, 2026

1,302 sourced firms · query 111 ms

Reported as registered
COYLE CAPITAL, LLC
CRD 173822 · SEC 801-116701
LAKEWAY, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CPMG, INC.
CRD 131417 · SEC 801-64945
DALLAS, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CRAVENS BROTHERS PRIVATE WEALTH MANAGEMENT LLC
CRD 162673 · SEC 801-136215
DALLAS, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CRESCENT ADVISOR GROUP, INC.
CRD 115974 · SEC 801-127131
PLANO, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CRESCENT REAL ESTATE LLC
CRD 158397 · SEC 801-73629
FORT WORTH, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CRESTA ADVISORS
CRD 169641 · SEC 801-79454
LAREDO, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CRESTA FUND MANAGEMENT LLC
CRD 288079 · SEC 801-117050
DALLAS, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CRESTLINE MANAGEMENT, L.P.
CRD 122711 · SEC 801-61607
FORT WORTH, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CRESTMONT PRIVATE WEALTH LLC
CRD 304170 · SEC 801-117388
BOERNE, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CRG
CRD 132967 · SEC 801-63545
HOUSTON, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CRIMSON MANAGEMENT
CRD 111779 · SEC 801-62962
HOUSTON, TX
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
CROCKETT CAPITAL LLC
CRD 326751 · SEC 802-128470
DALLAS, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CROSSMARK GLOBAL INVESTMENTS, INC.
CRD 113360 · SEC 801-17695
HOUSTON, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CROSSMARK WEALTH MANAGEMENT, LLC
CRD 289004 · SEC 801-110915
HOUSTON, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CROSSPLANE CAPITAL MANAGEMENT, LP
CRD 300646 · SEC 801-121808
DALLAS, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CROSSTIMBERS CAPITAL GROUP, LLC
CRD 285144 · SEC 801-108962
HOUSTON, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CROW HOLDINGS CAPITAL
CRD 156925 · SEC 801-72434
DALLAS, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CROWDSTREET ADVISORS, LLC
CRD 299176 · SEC 801-114281
AUSTIN, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CSL CAPITAL MANAGEMENT, L.P.
CRD 158340 · SEC 801-73935
HOUSTON, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CULTIVAR CAPITAL, INC.
CRD 160145 · SEC 801-73055
DENTON, TX
Source release August 3, 2026 · retrieved August 18, 2026