RIA Intel›Advisers›Texas›AMEGY INVESTMENTS, INC.

AMEGY INVESTMENTS, INC.

Advisory

N·HOUSTON, TX

Data as of Aug 19, 2015 · Source: SEC Form ADV

Total AUM

$2.0B

1-Year AUM Growth

+108.1%

3-Year CAGR

+19.3%

Employees

17

Assets Under Management

Total AUM$2.0B

Discretionary AUM$0

Non-Discretionary AUM$2.0B

Discretionary %0%

Total Clients—

Team

Total Employees17

Investment Advisers36

Employee Growth (1Y)—

Filing History

Total Filings on Record47

First FilingApr 26, 2002

Latest FilingAug 19, 2015

🔒 Full AUM trend chart and 47 historical filings spanning 13+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on AMEGY INVESTMENTS, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.