City
Wealth management firms in Lakeway, Texas
As of October 2, 2026, 8 wealth management firms, including broker-dealer firms, with their main office in Lakeway, Texas reported $1.8 billion in regulatory assets under management; the largest by assets was Coyle Capital, LLC, with $925.2 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 8
- Regulatory assets under management
- $1.8 billion
- Average per firm
- $222.9 million
- SEC-registered, of those listed
- 2 of 8 (25.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Coyle Capital, LLC | SEC | $925.2 million | 735 |
| 2 | Financial Gravity Family Office Services, LLC | SEC | $590.5 million | 3,077 |
| 3 | Texas Asset Management | State | $64.6 million | 106 |
| 4 | Rincon Wealth Management | State | $62.2 million | 307 |
| 5 | Hamilton Financial Planning LLC | State | $61.2 million | 229 |
| 6 | Town Lake Capital Management | State | $59.8 million | 69 |
| 7 | Desmo Wealth Advisors, LLC | State | $13.2 million | 14 |
| 8 | Emerging Oaks Capital LLC | State | $6.8 million | 8 |
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.