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- Custodian
- ADP · Charles Schwab & Company · Nationwide
- Clients
- Retail and Institutional
- Platforms
- PioneerAlpha eagle +more
- Established Date
- 08-17-1987
- Office Locations
- 2
Office Locations
About FMP Wealth Advisers
FMP Wealth Advisers is a fee-only wealth management firm founded in 1987 serving clients in Central Texas and Southwest Louisiana. The team delivers ongoing financial planning, employer retirement/qualified plan guidance, and portfolio management that may incorporate private investments beyond public markets. Headquartered in Austin with a Lake Charles office; custody relationships include Schwab.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ADAM PALMER TODD
Certified Financial Planner, Owner
- CRD
- #2923569
- Ownership
- 25% but less than 50%
KEVIN EDMOND HIXSON
Financial Advisor, General Partner, Owner
- CRD
- #2682653
- Ownership
- 10% but less than 25%
Bridge legacy
Vertex horizon vertex
- CRD
- #92739
- Ownership
- 36.8%
Showing 2 of 4 owners & executives
Unlock allContacts
MICHAEL L CARR
Partner
- CRD
- #2376932
DANIEL WHALEN FRICK
Certified Financial Planner
- CRD
- #5357919
Value vertex
Frontier glacier catalyst
- CRD
- #66160
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,313,431,899 | $468,247 |
| Non-Discretionary | $26,712,169 | $26,712,169 |
| Total | $1,340,144,068 | $477,599 |
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Separately Managed Accounts
Total SMA Asset: $1,298,761,562
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,920,740,857 | 33.8% |
| Public Funds | $460,295,886 | 8.1% |
| Equity - OTC | $1,284,282,348 | 22.6% |
| Cash | $2,017,346,166 | 35.5% |
| Total | $5,682,665,257 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FOCUS PEAK NORTH | WAVE DELTA | Y86LUAJVB | TXE | 9.37% | $104,271,565 |
| BRIDGE ATLAS | PEAK VERTEX | C0HFOXN21 | RCPB | 7.82% | $21,501,010 |
| RADIAL MERIDIAN RADIAL | PEAK CAPITAL | LIPXYDC2X | IYS | 0.67% | $67,858,900 |
| PRIME GLACIER WAVE | VERTEX SUMMIT | IJ4MU3DCD | BOHWI | 1.55% | $35,895,653 |
| MERIDIAN ZENITH | TIMBER CREST | IHU3FWVTV | ORIM | 7.20% | $30,243,416 |
| MATRIX RIDGE MOMENTUM | VITAL HORIZON | YDUPZUUER | ZRLGX | 3.86% | $54,563,644 |
| VALUE BEACON GLACIER | QUANTUM OPTIMA | MOYVFONWV | QSEO | 11.12% | $95,591,823 |
| FUSION FUSION VECTOR | FOCUS LEGACY | KGV5B5EGX | TUO | 4.63% | $60,795,153 |