Homage Wealth Group LLC

RIASEC RegisteredEst. 2026

Total AUM

$366M

Discretionary

$366M

100% of AUM

Avg account

$52.3M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Houston, Texas
CRD number: 340589
Registered since: February 27, 2026
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI92.27%
Charitable Organizations7.73%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Homage Wealth Group LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2026. It is owned by an individual and serves both high-net-worth individuals/families and institutional clients. The firm operates as a capital allocator and provides financial planning as well as portfolio management across individual, small-business, and institutional mandates. It also performs manager selection for third-party advisers. The firm charges a mix of fees — percentage of assets under management, hourly fees, and fixed fees — and identifies itself as a single-state adviser that does not pursue ESG investing as a stated practice.