Reported as registered
TRANSWESTERN INVESTMENTS
CRD 159520 · SEC 801-76546
DALLAS, 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 139 ms
Exempt Reporting Adviser
TRAVELLER CAPITAL ADVISORS, LLC
CRD 169079 · SEC 802-113481
DALLAS, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
TRB WEALTH MANAGEMENT, LLC
CRD 309370 · SEC 801-119035
HOUSTON, TX
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
TREATY OAK EQUITY LLC
CRD 300338 · SEC 802-127804
AUSTIN, TX
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
TRICREST MANAGEMENT LLC
CRD 341870 · SEC 802-136796
DALLAS, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
TRIGATE MANAGEMENT LLC
CRD 158083 · SEC 801-73441
DALLAS, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
TRINITAS CAPITAL MANAGEMENT
CRD 281328 · SEC 801-106701
DALLAS, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
TRINITY HUNT MANAGEMENT, L.P.
CRD 157410 · SEC 801-73533
DALLAS, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
TRINITY INVESTMENT MANAGEMENT, LLC
CRD 133873 · SEC 801-67457
FORT WORTH, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
TRINITY INVESTORS FUND ADVISORS, LLC
CRD 314603 · SEC 801-128471
SOUTHLAKE, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
TRINITY LEGACY PARTNERS, LLC
CRD 159179 · SEC 801-110643
HOUSTON, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
TRINITY PORTFOLIO ADVISORS, LLC
CRD 151721 · SEC 801-70663
SOUTHLAKE, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
TRIPPON WEALTH MANAGEMENT GROUP LLC
CRD 136485 · SEC 801-129769
HOUSTON, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
TRISPERITY ADVISORS, LLC
CRD 142438 · SEC 801-113723
KATY, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
TRITIUM PARTNERS
CRD 173132 · SEC 801-107407
AUSTIN, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
TRIVE CAPITAL MANAGEMENT LLC
CRD 166910 · SEC 801-80036
DALLAS, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
TROVE INVESTMENT ADVISORS LLC
CRD 306904 · SEC 801-120159
DALLAS, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
TRUE FINANCIAL GROUP
CRD 285850 · SEC 801-110087
CEDAR PARK, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
TRUE NORTH ADVISORS, LLC
CRD 116048 · SEC 801-66250
DALLAS, TX
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
TRUST ADVISORS, INC.
CRD 157508 · SEC 801-72355
HOUSTON, TX
Source release August 3, 2026 · retrieved August 18, 2026