Managers in Waco, TX

United States · 9 asset managers within 25 km (7 in Waco itself) · 13 wealth managers, banks and others

managers in the town (circle area)this placePick a circle to see who is there. Where places crowd, the map shows the largest; the lists below have them all.

Nearby: Woodway, TX 2

Asset managers in and around Waco

#	Manager	People here	Assets
1	JTS FUND ADVISORS, LLC private equity · Waco $156.4m	about 6main office	$156.4m
2	O'BRIEN-STALEY PARTNERS futures · Waco $1.4bn	2	$1.4bn
3	BROOKSTONE WEALTH ADVISORS, LLC Woodway	2
4	OBRA CAPITAL, INC. hedge funds, private equity, mutual funds · Woodway OBRA CAPITAL MANAGEMENT, LLC. · 2 related pages $5.7bn	1	$5.7bn
5	EXPAND FINANCIAL, LLC institutions · Waco $2.8bn	1	$2.8bn
6	Disciplined Investors, L.L.C. Waco $199.9m	based here	$199.9m
7	WINNACLE WEALTH LLC Waco $147.1m	based here	$147.1m
8	BRICK STREET GROUP LLC private equity · Waco	office
9	WACO VENTURES MANAGEMENT OPCO, LP venture · Waco	office

9 families; one row per corporate family, linking to its largest page.

Offices and the people at each come from SEC filings (Form ADV: the main office and up to 25 others); 13F filers that file no Form ADV are placed by the address on their filing. “Asset managers” leaves out firms whose clients are mainly individuals (wealth managers), banks, insurers and companies that only file a 13F; the other filters show them. Places from GeoNames (CC BY 4.0), map outlines from Natural Earth.