Reported as registered
POINT BRIDGE CAPITAL, LLC
CRD 168071 · SEC 801-78217
FORT WORTH, TX
Source release August 3, 2026 · retrieved August 18, 2026
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 126 ms
Exempt Reporting Adviser
PORTAL VENTURES
CRD 325110 · SEC 802-127548
AUSTIN, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PORTFOLIO ADVISORY COUNCIL,L.L.C.
CRD 107465 · SEC 801-27691
HOUSTON, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PORTFOLIO MANAGEMENT, LLC
CRD 107129 · SEC 801-42052
AUSTIN, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
POSITION WEALTH
CRD 325116 · SEC 801-127393
THE WOODLANDS, TX
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
POST OAK ENERGY CAPITAL, LP
CRD 162765 · SEC 802-75489
HOUSTON, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
POST OAK PRIVATE WEALTH ADVISORS
CRD 159293 · SEC 801-117111
HOUSTON, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PRECEDENT WEALTH PARTNERS, LLC
CRD 325203 · SEC 801-127678
HOUSTON, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PRECEPT MANAGEMENT, LLC
CRD 114671 · SEC 801-66256
DALLAS, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PRECISION FIDUCIARY PARTNERS, LLC
CRD 149694 · SEC 801-78809
AUSTIN, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PRESCOTT ADVISORS, LLC
CRD 283784 · SEC 801-111817
DALLAS, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PRESIDIO INVESTORS LLC
CRD 160841 · SEC 801-119355
AUSTIN, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PRESTIGE WEALTH MANAGEMENT
CRD 336264 · SEC 801-132868
SOUTHLAKE, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PRINCIPIA WEALTH ADVISORY, LLC
CRD 152678 · SEC 801-127042
DALLAS, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PROBITY ADVISORS, INC.
CRD 121849 · SEC 801-61430
DALLAS, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PROEM ADVISORS LLC
CRD 300404 · SEC 801-131691
DALLAS, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PROMUS ADVISORS
CRD 157484 · SEC 801-80941
DALLAS, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PROPHET CAPITAL ASSET MANAGEMENT
CRD 150683 · SEC 801-70461
AUSTIN, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PROPHET EQUITY MANAGEMENT II LLC
CRD 170614 · SEC 801-79453
SOUTHLAKE, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PROPHET EQUITY MANAGEMENT LLC
CRD 163214 · SEC 801-76092
SOUTHLAKE, TX
Source release August 3, 2026 · retrieved August 18, 2026