Speight Asset Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$89,253,392
Total clients
44
52% high-net worth
Total advisors
1
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
44
Average account size
$2,028,486
About
Speight Asset Management, LLC is a state-registered investment adviser that provides discretionary portfolio management and separate financial planning services primarily to individual and high-net-worth clients. Portfolios are constructed using a diversified asset-allocation approach and typically hold no-load or load-waived mutual funds and ETFs, with clients retaining legal ownership of securities.
The firm emphasizes long-term holdings with periodic rebalancing, quarterly monitoring, and the possibility of including individual equities or bonds as appropriate; it also provides advice on legacy holdings and tax-sensitive transitions. Financial planning is delivered after in-depth interviews and document review, and the firm offers retirement educational seminars at no charge.
Speight supplements its planning work by contracting with an independent advisor for financial-planning data gathering and software support while retaining responsibility for plan review and client presentation, and it uses Schwab’s institutional platform for custody, trading, and reporting. As of December 31, 2025, the firm reported approximately $89.25 million in discretionary assets across about 44 client relationships, resulting in a high assets-per-client ratio relative to many small advisory practices.
Client services
Expertise
Fee options
One-Time Financial Plan: up to $4,000
$0 - $500,000: 1.20% annually $500,001 - $1,000,000: 1.00% annually $1,000,001 - $3,000,000: 0.65% annually $3,000,001 - $6,000,000: 0.55% annually $6,000,001 - $9,000,000: 0.45% annually $9,000,001+: 0.35% annually
Financial Planning Monitoring and Updating Service: up to $500 per quarter
Account minimum: $250,000 Minimum fee: $3,000 annually ($750 per quarter), negotiable Fee-only: Fees are based on assets under management as per tiered schedule; financial planning fees apply separately.
Main office location
Speight Asset Management, LLC
8300 Cypress Creek Pkwy, Suite 450
Houston TX 77070, United States
Number of offices
1
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")