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OWM ADVICE AND ASSET MANAGEMENT INC.

Advisory

HOUSTON, TX

Data as of Mar 18, 2026 · Source: SEC Form ADV

Rank in TX

#1,977

of 2,813 advisers by AUM

Average account

$621K

across 49 accounts

AUM per adviser

$30M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 18, 2026.

Total AUM

$30M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$30M

Discretionary AUM$30M

Non-Discretionary AUM$233K

Discretionary %99.2%

Total Clients49

Team

Total Employees2

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.

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Owners & Officers

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

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Client Demographics

49 clients

14 high-net-worth

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

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