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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-15-2006
- Office Locations
- 1
Office Locations
About Huber, Cardono, Moring & Richter, L.p.
Huber, Cardono, Moring & Richter (HCMR) is an independent Houston-based RIA serving individuals and businesses with full-service wealth management and financial planning, including tax-aware planning, estate strategies, retirement plans, and business succession guidance. Portfolios emphasize asset allocation using public funds, ETFs, and high-quality bonds. Custody is primarily through Fidelity/NFS.
Team overview
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Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
KEITH MURELL HUBER JR
Chief Executive Officer, Chief Operating Officer, Limited Partner
- CRD
- #1621675
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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IAN GORDON MANSON CARDONO
--
- CRD
- #1452034
DAVID GEORGE MORING
Founder
- CRD
- #1691268
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,107,077 | -- |
| Non-Discretionary | $2,582,229 | $626,590 |
| Total | $21,689,306 | $626,590 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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