SourcingSourcing

TEXAS FAMILY WEALTH, LLC

C48
CRD 327332·SEC 801-128585·FRIENDSWOOD, TX
AUM
$257.0M
$100M-$500M
Est. Revenue
$2.6M
@ 1% on AUM
Est. EBITDA
$771K
@ 30% margin
Est. Deal Value
$6.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TEXAS FAMILY WEALTH, LLC
CRD
327332
SEC file #
801-128585
EIN
—
DBA names
—

Economics

AUM
$257.0M
AUM band
$100M-$500M
AUM trajectory
'25'26
$228.8M → $257.0M▲ +12%
Client mix
Individuals Other1,060
Individuals High Net Worth12

Operations

Employees (total)
7
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
3 advisors → 3 advisors▬ 0%
Primary office
FRIENDSWOOD TX
Branches
—

Custodian & Brokerage

Primary custodian
Raymond Jameslow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consulting
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/23/2026
ADV-W filed at
—
Website
texasfamilywealth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HANSON, HARRIS, BRETT
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
HANSON, HARRIS, BRETT
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
TEXASFAMILYWEALTH.COM
Rdap Domain Creation Date
2019-09-09T18:16:05Z
Rdap Firm Age Years
7
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.4002
Soi Zip Pct 200k Plus
0.1745
Soi Zip Returns 200k Plus
4,330
Soi Zip Total AGI
3,622,790
Fdic Zip Total Deposits
29,328,864,000
Fdic Zip Branch Count
503
Fdic Zip Top Banks
JPMorgan Chase Bank, National Association
HomeTown Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Raymond James4
E*trade4
Fdic Zip Branches Raw
Lockwood National Bank of HoustonFriendswood, TX
Bay Area Bank and TrustFriendswood, TX
Fdic Zip HHI
809.98
Fdic Zip Top Bank Share Pct
20.69
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2029-09-09T18:16:05Z
Rdap Domain Last Changed
2026-04-06T15:08:15Z
Rdap Nameservers
Ns57.domaincontrol.comNs58.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI65,328
Returns5,520
Stub 2
AGI142,688
Returns3,860
Stub 3
AGI196,809
Returns3,180
Soi Zip Total Business Income
107,501
Soi Zip Total Cap Gains
258,111
Soi Zip Total Dividends
73,822
Soi Zip Total Returns
24,810
Top Owner CRD
5173970
Trust Company Affiliate
No

People (4)

4
HANSON, HARRIS, BRETT
IAR · Direct Owner · 87.5%
5173970
Matthew Bret Silvey
IAR
8066120
SALLY HARRIS BRANSON
IAR
4147887
KENNETH ALBERT CUSICK
IAR
6801194