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Viaquest Advisors LLC

● SEC registered since 2024CRD 333842SEC# 801-131568Houston, TX
Export (members)
Reg. AUM
$138.8M
Employees
5
Accounts
441
Location
Houston, TX

Viaquest Advisors LLC assets under management

Viaquest Advisors LLC operates as an SEC-registered investment adviser based in Houston, TX. The firm has been registered since 2024. It reports $138.8 million in regulatory assets under management and employs 5 people.
viaquestfinancial.comView on SEC.gov ↗

Viaquest Advisors LLC owners & executives

2 reported
NameTitleOwnershipSince
Michael Patrick Garcia ControlOwner/Cco50-75%2024
Stephen Maxie Jackson ControlOwner50-75%2024

Frequently asked questions

How much does Viaquest Advisors LLC manage?

Viaquest Advisors LLC reports $138.8 million in regulatory assets under management on its Form ADV.

How many employees does Viaquest Advisors LLC have?

Viaquest Advisors LLC reports 5 employees.

Where is Viaquest Advisors LLC located?

Viaquest Advisors LLC is based in Houston, TX and has been SEC-registered since 2024.

Does Viaquest Advisors LLC disclose fund performance?

Viaquest Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address17225 el Camino Real, Suite 250, Houston, TX 77058
Phone281-335-7609
Fax281-282-9677
Office hours9a.m.-5p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$135M
Non-discretionary$3.8M
Total (RAUM)$138.8M