Viaquest Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Houston, TX. Its latest Form ADV filing, dated March 24, 2026, reports $174M in regulatory assets under management, 5 employees, and 559 accounts.
Assets Under Management
$174M
Employees
5
Offices
--
Total Clients
292
Primary office
HOUSTON, TX
17225 EL CAMINO REAL, SUITE 250, HOUSTON, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 80.1% of total clients.
Top client categories% of clientsClients
1
Individuals
80.1%
234
2
HNWI
19.9%
58
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$174Mas of March 24, 2026
Discretionary97.1%
$169M
97% of total RAUM97.1%
Non-discretionary2.9%
$5M
3% of total RAUM2.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$174M
Total Accounts559
10Y AUM Change+$174M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee58:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.