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Sunbelt Advisory Services, Inc. (Houston)


Sunbelt Advisory Services, Inc. is a large advisory firm based in Houston. It manages $92.74 million of regulatory assets for 853 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of Arkansas, Colorado, Kentucky, and 3 other states.

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Sunbelt Advisory Services provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Sunbelt Advisory Services: assets under management

The assets under management (AUM) of Sunbelt Advisory Services, Inc. is $92.74 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $92.74 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $108.73 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Sunbelt Advisory Services, Inc. for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Houston

The principal office where Sunbelt Advisory Services, Inc. performs its advisory services is located at 5065 Westheimer, Houston, TX 77056, which is also the mailing address of the firm. An additional office of the firm is in Kerrville, TX. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 713-965-9510 or by fax 713-965-9435. The normal business hours are 8:00 a.m. -4:30 p.m. on Monday - Friday. You can find more information about the New York firm at www.zenithwm.com.


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