SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Segment Wealth Management, LLC
Houston, TX
CRD 164877
Firm filing updated September 25, 2026 ·
- $2.1BAssets
- 5Advisory staff
- 1,214Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals170
- Individuals51
- Charities8
- Pension and profit sharing plans7
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 51 | $18.1 million |
| High net worth individuals | 170 | $2.0 billion |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 7 | $17.9 million |
| Charitable organizations | 8 | $31.1 million |
| Corporations or other businesses not listed above | Fewer than 5 clients | $13.7 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
See all 4 services
- Selection of other advisors (including private fund managers)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$2.1 billion
- Accounts1,214
- DiscretionaryAll accounts
People
- Employees12
- Advisory staff5
- Broker-dealer reps0
- Licensed insurance agents0
Advisors
1 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 164877, SEC file 801-77071.
- Registered with the SEC as an investment advisor (status date on record: August 27, 2012).
Is Segment Wealth Management, LLC a fiduciary?
Short answer: Segment Wealth Management, LLC is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.