V
$174.4M Total AUM
$169.5M Disc. AUM
-- 3Y CAGR
5 Employees
292 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Jackson National Life
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-02-2024
- Office Locations
- 1
Office Locations
17225 EL Camino Real Suite 250 Houston TX
About Viaquest Advisors LLC
Viaquest Advisors LLC is a Houston-based RIA. The firm has been operating for 1 years. Managing $174.4M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company and Jackson National Life.
Team overview
-- AVG AGE
$58.1M AVG AUM / ADVISOR
$597.4K AVG AUM / CLIENT
1.6 yrs AVG TENURE
5 Employees
3 Advisory Reps
3 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
M
MICHAEL PATRICK GARCIA
Chief Compliance Officer, Owner
- CRD
- #2729630
- Ownership
- 50% but less than 75%
Available
Available
Available
S
STEPHEN MAXIE JACKSON
Managing Director, Owner
- CRD
- #2036675
- Ownership
- 50% but less than 75%
Available
Available
Available
Showing 2 of 2 owners & executives
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M
Michael Robert Hibbetts
--
- CRD
- #6769868
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Showing 1 of 3 contacts
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $169,473,857 | $312,682 |
| Non-Discretionary | $4,973,628 | $292,566 |
| Total | $174,447,485 | $312,071 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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