HELM INVESTMENT

HELM INVESTMENT of FORT WORTH, TX is an SEC-registered investment adviser (CRD 316688). Regulatory assets under management: $4.8M.

Registration

• CRD: 316688
• Type: Registered investment adviser
• Location: 1617 PARK PLACE AVE., FORT WORTH, TX, 76110
• Phone: 818-451-7642
• Latest filing: 2026-07-02
• Regulatory AUM: $4.8M
• Discretionary AUM: $4.8M
• Clients: 1
• Accounts: 14

Business model

Compensation: % of AUM, Performance.

Clients served: High net worth, Investment cos.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 316688 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search