FUNDAMENTAL ADVISORS, INC.

FUNDAMENTAL ADVISORS, INC. of HOUSTON, TX is an SEC-registered investment adviser (CRD 122643). Regulatory assets under management: $33.0M.

Registration

• CRD: 122643
• Type: Registered investment adviser
• Location: 3730 KIRBY DRIVE, HOUSTON, TX, 77098
• Phone: 713.834.1111
• Latest filing: 2026-06-02
• Regulatory AUM: $33.0M
• Discretionary AUM: $31.1M
• Non-discretionary AUM: $1.9M
• Clients: 1
• Accounts: 44

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pensions, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 122643 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search