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- Custodian
- Fidelity/NFS ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-25-2009
- Office Locations
- 2
Office Locations
About RIA Advisors
RIA Advisors (Real Investment Advice) is a Houston-based fiduciary firm providing investment management, retirement planning, insurance, and employee benefits. The team brings 30+ years of portfolio management experience and offers actively managed thematic portfolios tied to major trends (e.g., AI, infrastructure, data centers, crypto and gold). It also publishes frequent market and macro commentary via its blog, podcasts, Bull Bear Report, and the Real Investment Show.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MICHOLE FIELDS
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
CONNIE NMN MACK
Chief Executive Officer, FOUNDER
- CRD
- #4144361
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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THOMAS GEORGE ALLEN
Advisor
- CRD
- #5904285
Christopher Behan
Consultant
- CRD
- #2848210
Showing 2 of 15 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,764,332,501 | $456,844 |
| Non-Discretionary | $76,241,520 | $712,538 |
| Total | $1,840,574,021 | $463,737 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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