Pending / 120-Day Approval
OEW INVESTMENT ADVISORS LP
CRD 338375 · SEC 801-134553
AUSTIN, TX
Source release August 3, 2026 · retrieved August 18, 2026
Firms
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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 139 ms
Reported as registered
OGAM, LP
CRD 287919 · SEC 801-110456
HOUSTON, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
OLD HICKORY PARTNERS MANAGEMENT, LP
CRD 316961 · SEC 801-133942
AUSTIN, TX
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
OMNIMED CAPITAL LLC
CRD 326628 · SEC 802-128964
DALLAS, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
OPENAIR FINANCIAL, LLC
CRD 300362 · SEC 801-127377
SOUTHLAKE, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
OPTAS, LLC
CRD 299965 · SEC 801-115209
DRIPPING SPRINGS, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
OPTIMA ASSET MANAGEMENT INC
CRD 106095 · SEC 801-52409
DALLAS, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
OPTIMUM QUANTVEST CORPORATION
CRD 301469 · SEC 801-115089
DALLAS, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
OPTIMUS CAPITAL ADVISORS, LLC
CRD 147500 · SEC 801-128467
COPPELL, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ORCHID ADVISORY
CRD 327750 · SEC 801-128761
DALLAS, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
OREI ADVISORS LP
CRD 284241 · SEC 801-110938
AUSTIN, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ORMONDE INVESTMENT MANAGEMENT, LLC
CRD 313328 · SEC 801-120659
DALLAS, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ORSER CAPITAL MANAGEMENT LLC
CRD 144847 · SEC 801-80081
SOUTHLAKE, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
OUTFITTER ENERGY MANAGEMENT, LLC
CRD 286213 · SEC 801-108812
HOUSTON, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
OUTLOOK WEALTH ADVISORS, LLC
CRD 291465 · SEC 801-113512
THE WOODLANDS, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
OUTRUNNER CAPITAL, LLC
CRD 331377 · SEC 801-130281
AUSTIN, TX
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
OVCP MANAGER, LLC
CRD 333064 · SEC 802-131811
SOUTHLAKE, TX
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
OVERLOOK CAPITAL
CRD 341727 · SEC 802-135941
AUSTIN, TX
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
OVERMATCH VENTURES MANAGEMENT LLC
CRD 339489 · SEC 802-134886
AUSTIN, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
OVERRIDGE WEALTH ADVISORS
CRD 115009 · SEC 801-62355
FORT WORTH, TX
Source release August 3, 2026 · retrieved August 18, 2026