City
Wealth management firms in Corpus Christi, Texas
As of October 2, 2026, 7 wealth management firms, including broker-dealer firms, with their main office in Corpus Christi, Texas reported $1.0 billion in regulatory assets under management; the largest by assets was Davidson Capital Management, Inc, with $630.3 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 7
- Regulatory assets under management
- $1.0 billion
- Average per firm
- $144.4 million
- SEC-registered, of those listed
- 2 of 7 (28.6%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Davidson Capital Management, Inc | SEC | $630.3 million | 907 |
| 2 | Herndon Plant Oakley Ltd Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $155.4 million | 286 |
| 3 | Investment Strategies, L.L.C. | State | $76.7 million | 35 |
| 4 | Springwater Advisors, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | State | $75.5 million | 38 |
| 5 | Stonewater Wealth Management, Inc. | State | $45.9 million | 445 |
| 6 | JMJRG, Inc. DBA Strategic Wealth Management Group | State | $13.8 million | 90 |
| 7 | Oak Tree Wealth Management | State | $13.4 million | 125 |
Wealth management firms 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.