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Top 23 Asset Management Firms in Texas

4
min read
Top 23 asset management companies in Texas Main

Top 23 Asset Management Firms in Texas

4
min read
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Top 23 asset management companies in Texas Main
Top firms trust Inven to find niche companies

Asset management is a pivotal facet of the financial industry, shielding resources through strategic handling and growth-oriented strategies. Texas, known for its robust business environment, houses a multitude of asset management companies that serve a broad range of clientele from individuals to institutions. These companies have their key focus areas like trusts, cash management, tactical ETFs, and ESG solutions, underlying a commitment towards risk management and capital preservation. With an increasingly digitized financial landscape and evolving regulatory norms, these firms are expected to adopt more sophisticated technologies and progressive methodologies to drive their asset management practices.


Top 23 asset management companies in Texas

1. Dimensional Fund Advisors

Dimensional is an investment solutions company that offers wholesale trusts and systematic fixed-income services. They follow Eugene Fama's efficient market hypothesis, believing that security prices reflect all available information. They have global offices and manage $832B in assets.


2. Sage Advisory

Sage Advisory Services is an SEC registered investment advisor offering expertise in cash management, fixed income, tactical ETFs, and ESG solutions. They provide tailored, innovative investment strategies centered on risk management and transparent communication. With valuable relationships built with advisors, consultants, and clients since 1996, Sage responsibly guides their partners towards smart investment solutions.


3. Resolute Investment Managers

Resolute Investment Managers is an asset management firm with a diversified, multi-affiliate platform. They provide investment management services to individuals and institutions through their affiliates, offering proactive credit research, optimal portfolio positioning, and a dynamic risk-management approach. With a focus on safety, consistency, and preservation of capital, they deliver competitive risk-adjusted returns using a mix of convertible and equity strategies. Resolute Investment Managers emphasizes enduring value and has a strong commitment to diversity and inclusion.


4. Salient

  • Website: salientpartners.com
  • Headquarters: Houston, Texas, United States
  • Founded: 2002
  • Headcount: 51-200
  • Latest funding type: Acquired
  • LinkedIn

Salient Partners is an asset management and advisory services firm offering a suite of strategies focused on real assets, energy infrastructure investments, real estate, and tactical alternatives. They help institutions and investment advisors build smarter, more efficient portfolios.


5. STRATA Trust Company

STRATA Trust Company is an investment custodian that offers self-directed Individual Retirement Accounts (IRAs). They provide a wide array of alternative investment custody options for empowered investors to take control of their investment portfolios and explore new investment options.


6. Vaughan Nelson Investment Management

Vaughan Nelson is a Houston-based asset manager focused on managing equity and fixed income portfolios for non-profit, public/corporate plans and individuals.


7. Siepe

  • Website: siepe.com
  • Headquarters: Dallas, Texas, United States
  • Founded: 2012
  • Headcount: 11-50
  • LinkedIn

Siepe is a technology company that offers portfolio management, operations, accounting, compliance, and middle office services to alternative asset managers. They provide data-driven insights and solutions to help businesses make informed decisions and automate workflows. With deep industry experience, Siepe employs trusted technology and analytics to optimize asset management processes and drive business growth.


8. Crossmark Global Investments, Inc.

Crossmark is a financial services company that offers investment management and advisory services. They provide a wide range of investment products and solutions to individuals, institutions, and financial intermediaries.


9. Regan Capital

Regan Capital, LLC is an SEC-Registered Investment Adviser based in Dallas, Texas. They focus on senior, well-structured, collateralized securities that provide capital preservation and competitive risk-adjusted returns. They offer investment products and services through commingled or separate account structures. The company manages investments through various vehicles.


10. Marquis Transport Group

Marquis Group is a company that specializes in providing a wide range of financial and investment services to individuals and companies, including asset management and financial planning.


11. Smith Group Asset Management

  • Website: smithasset.com
  • Headquarters: Dallas, Texas, United States
  • Founded: 1995
  • Headcount: 11-50
  • Latest funding type: Acquired
  • LinkedIn

Smith Group Asset Management is an investment management firm that provides high-quality investment management services to institutional and high-net-worth clients. They specialize in identifying companies with the potential for unexpected earnings growth, strong earnings quality, and reasonable valuations. Portfolio risk is managed through diversification, position weighting, and risk model analysis. They follow a systematic, model-based framework in their investment approach.


12. Texas Treasury Safekeeping Trust Company

  • Website: ttstc.org
  • Headquarters: Austin, Texas, United States
  • Founded: 1986
  • Headcount: 51-200
  • LinkedIn

The company, ttstc.org, is a special purpose trust company based in Texas. It manages and invests the State's financial resources in a prudent and cost-effective manner. With a focus on client needs, it aims to preserve and grow the assets under its management.


13. Luther King Capital Management

  • Website: lkcm.com
  • Headquarters: Fort Worth, Texas, United States
  • Founded: 1979
  • Headcount: 51-200
  • LinkedIn

Luther King Capital Management (LKCM) is an investment management firm that offers comprehensive financial solutions. With a focus on achieving superior returns over a market cycle, LKCM provides investment strategies and mutual funds to meet the objectives and risk profiles of their clients.


14. L&B Realty Advisors, LLP

  • Website: lbrealty.com
  • Headquarters: Dallas, Texas, United States
  • Founded: 1965
  • Headcount: 51-200
  • LinkedIn

L&B Realty Advisors is an employee-owned real estate investment advisor offering real estate investment management services to institutional investors. With $9 billion in gross AUM, L&B has a track record of acquiring, operating, developing, and selling institutional quality office, retail, industrial, and multifamily properties.


15. Senterra LLC

Senterra LLC is an investment company that offers a different approach to investing. They are open to new investment opportunities and provide a portfolio for future investments.


16. Vantage Companies

Vantage Companies is a family office specializing in real estate, equities, and alternative investments.


17. Tax Advisory Services Group, LLC

TAS Group LLC is a company that offers various financial services and solutions. They provide investment banking services, financial advisory, and asset management to their clients. With expertise in financial markets and investment strategies, they help clients achieve their financial goals.


18. Capital Commercial Investments, Inc.

Capital Commercial Investments is a real estate investment company specializing in contrarian value-add investments in commercial properties across the United States. With over 30 years of experience, they have developed a strong base of private and institutional investors and currently manage $1.5 billion in assets.


19. Capital Surgeons Group

Capital Surgeons is a company that specializes in providing financial advice and investment management services to clients. They offer a range of services including portfolio management, wealth protection, and retirement planning.


20. The Equita Group

The Equita Group is a company that offers peace of mind through its various brands and companies.


21. Killeen House Investor

Killeen House Investors is an investment company dedicated to providing top-class investment solutions to clients, with a focus on real estate investments.


22. Goodman Financial

Goodman Financial is a financial advisory and investment company that offers comprehensive services for retirement planning, asset allocation, and wealth accumulation. With a team of experienced professionals, they provide personalized strategies to meet the unique needs and goals of their clients. Their approach includes thorough research and tax-efficient considerations to make informed investment decisions. They prioritize tax efficiency in all areas related to clients' financial portfolios. The company operates on a fee-only basis, ensuring their advice is unbiased and aligned with clients' best interests.


23. Stonelake Capital Partners

Stonelake Capital Partners is a privately owned, fully integrated real estate investment company with offices in Austin, Dallas, and Houston. They focus on private commercial real estate opportunities within Texas and select sunbelt markets. Their investment strategy involves acquiring income-producing assets to hedge against inflation and taking advantage of historically low borrowing rates.


Want to find more asset management companies?


If you want to find more companies that provide investment solutions ranging from fixed-income services to tactical ETFs you can do so with Inven. This list was built with Inven and there are hundreds of companies like these globally.


With Inven you'll also get to know the company's:


  • Ownership: Which of these are private equity backed? Which are family-owned?
  • Contact data: Who are the owners and CEO's? What are their emails and phone numbers?
  • Financials: How do these companies perform financially? What are their revenues and profit margins?

...and a lot more!

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