City
Independent RIAs in Corpus Christi, Texas
As of October 2, 2026, 5 independent wealth management RIAs with their main office in Corpus Christi, Texas reported $780.1 million in regulatory assets under management; the largest by assets was Davidson Capital Management, Inc, with $630.3 million.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 5
- Regulatory assets under management
- $780.1 million
- Average per firm
- $156.0 million
- SEC-registered, of those listed
- 1 of 5 (20.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Davidson Capital Management, Inc | SEC | $630.3 million | 907 |
| 2 | Investment Strategies, L.L.C. | State | $76.7 million | 35 |
| 3 | Stonewater Wealth Management, Inc. | State | $45.9 million | 445 |
| 4 | JMJRG, Inc. DBA Strategic Wealth Management Group | State | $13.8 million | 90 |
| 5 | Oak Tree Wealth Management | State | $13.4 million | 125 |
Independent RIAs in Texas, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.