RIA Intel›Advisers›Texas›CELTIC CAPITAL CORPORATION

CELTIC CAPITAL CORPORATION

Advisory

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in TX

#2,442

of 2,813 advisers by AUM

Average account

$215K

across 31 accounts

AUM per adviser

$7M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$7M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$7M

Discretionary AUM$7M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients31

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InTX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

31 clients

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in TX

Closest by assets under management. All figures from Form ADV.

NEDRA LOW

$7M

MARIENPLATZ WEALTH MANAGEMENT LLC

$7M

TEXANS WEALTH ADVISORS, LLC

FRISCO, TX

$7M

CLARIFIED WEALTH MANAGEMENT, LLC

AUSTIN, TX

$7M

HOLMAN WEALTH MANAGEMENT, LLC

$7M

HOUSTON WEALTH MANAGEMENT LLC

HOUSTON, TX

$7M

Get the full picture on CELTIC CAPITAL CORPORATION

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track CELTIC CAPITAL CORPORATION and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans