← Directory
VIAQUEST ADVISORS LLC
CRD 333842File 801-131568
APPROVED
Retail clients
Filing as of Mar 24, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$174.4M
Bottom 25% of cohort (national)
Discretionary AUM
$169.5M
Non-discretionary $5.0M
Clients
292
559 accounts
Employees
5
Bottom 25% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Dec 2, 2024
- Principal office
- 17225 EL CAMINO REAL, SUITE 250, HOUSTON, TX, 77058
- Phone
- 281-335-7609
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $174.4M
- Discretionary AUM
- $169.5M
- Non-discretionary AUM
- $5.0M
- Discretionary accounts
- 542
- Non-discretionary accounts
- 17
- Total accounts
- 559
- AUM per client
- $597K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 58 | $106.6M |
| Individuals (other than high net worth individuals) | 234 | $67.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.