$2.6B Total AUM
$2.6B Disc. AUM
11.7% 3Y CAGR
22 Employees
629 ADV. Clients
4 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Matrix bridgePioneer capital
- Established Date
- 06-21-2022
- Office Locations
- 1
Office Locations
1980 Post OAK Boulevard Suite 1300 Houston TX
About Icon Wealth Partners
Icon Wealth Partners is a Houston-based RIA. The firm has been operating for 4 years. Managing $2.6B in total assets under management, with 15 advisory representatives. They custody assets with Fidelity/NFS. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
47 AVG AGE
$171.8M AVG AUM / ADVISOR
$4.1M AVG AUM / CLIENT
3.1 yrs AVG TENURE
22 Employees
15 Advisory Reps
15 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Eagle delta Alpha Value Glacier unison Pioneer North
Client Personas
Beacon insight Meridian
CRM
Harbor
Custodian
Catalyst Summit north Summit Zenith value Capital meridian Eagle crest Ember signal Value meridian Horizon
Investment Themes
Capital Quantum Harbor frontier
Investment Vehicles
Legacy Timber
Platform
Foundation element Legacy alpha Foundation
Services
Ember pioneer Radial Pathway Alpha Signal Element glacier
Technology
Fusion Horizon glacier
Owner & Executives
M
MARK BAKER MCADAMS
FOUNDER, Managing Partner, Vice President
- CRD
- #2407434
- Ownership
- Less than 5%
(700) 279-6118
timber.capital@alphacapital.com
in linkedin.com/in/prime-prime
BROOKS HARPER MCGEE
Managing Partner, Partner
- CRD
- #6097412
- Ownership
- Less than 5%
(222) 546-8579
element.vital@summitcapital.com
in linkedin.com/in/signal-value
S
Summit bridge
Timber value crest
- CRD
- #27361
- Ownership
- 40.9%
(260) 789-1675
radial.insight@pathwaycapital.com
in linkedin.com/in/vector-vital
Showing 2 of 6 owners & executives
Unlock allContacts
Kyle Reid Bruchmiller
Wealth Advisor
- CRD
- #6354315
(302) 907-5632
harbor.bridge@unisoncapital.com
in linkedin.com/in/quantum-vital
MICHAEL JOSEPH CREGAN
Managing Director
- CRD
- #1164240
(253) 645-4724
harbor.fusion@eaglecapital.com
in linkedin.com/in/meridian-north
H
Horizon pathway
Catalyst momentum
- CRD
- #48256
(538) 459-3138
glacier.quantum@vitalcapital.com
in linkedin.com/in/ridge-atlas
Showing 2 of 19 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,577,331,139 | $621,044 |
| Non-Discretionary | $0 | -- |
| Total | $2,577,331,139 | $621,044 |
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Separately Managed Accounts
Total SMA Asset: $2,577,331,139
Public Funds:
3.6% Equity - Exchange:
14.5% Municipal Bonds:
10.9% Cash:
8.1% Private Funds:
16.2% U.S. Government/Agency:
13.3% Corporate - Investment Grade:
19.7% Other:
13.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $180,143,254 | 3.6% |
| Equity - Exchange | $725,576,994 | 14.5% |
| Municipal Bonds | $545,433,741 | 10.9% |
| Cash | $405,322,321 | 8.1% |
| Private Funds | $810,644,642 | 16.2% |
| U.S. Government/Agency | $665,529,243 | 13.3% |
| Corporate - Investment Grade | $985,783,916 | 19.7% |
| Other | $685,545,160 | 13.7% |
| Total | $5,003,979,271 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MATRIX SUMMIT OAK | FOCUS SIGNAL | ZB8EWZEDT | QMAJL | 6.69% | $62,332,805 |
| GLACIER FUSION | VERTEX ELEMENT | Q83FT28WO | XCPMQ | 9.77% | $86,366,611 |
| PATHWAY OPTIMA | HARBOR SIGNAL | Q1EZ89XW6 | PUYID | 6.50% | $10,589,696 |
| VITAL MERIDIAN UNISON | CATALYST UNISON | 4ZA28GEYC | TJQBC | 7.76% | $70,720,530 |
| MOMENTUM DELTA MERIDIAN | NORTH UNISON | LXKIHQ0DD | IFY | 2.71% | $90,790,898 |
| EMBER GLACIER | FRONTIER TIMBER | OX3QYYM83 | EJD | 8.30% | $101,078,821 |
| FOUNDATION LEGACY TIMBER | QUANTUM TIMBER | 7W0CJLCSN | FTN | 8.26% | $111,864,377 |
| PATHWAY EAGLE | PATHWAY EAGLE | 6WVZ6ZFJ8 | VXYUA | 3.15% | $103,882,396 |