RIA Intel›Advisers›Texas›STEVEN KENT NEWMYER

STEVEN KENT NEWMYER

Advisory

HOUSTON, TX

Data as of Mar 27, 2026 · Source: SEC Form ADV

Rank in TX

#1,735

of 2,813 advisers by AUM

Average account

$361K

across 142 accounts

AUM per adviser

$51M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 27, 2026.

Total AUM

$51M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$51M

Discretionary AUM$51M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients80

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InTX

Succession Risk

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

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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

80 clients

37 high-net-worth

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

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