ViaQuest Advisors LLC

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Client assets under management

$174,447,485

Clients

292

20% high-net worth

Advisors

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

High

Average account size

$597,423

About

ViaQuest Advisors LLC is an SEC-registered investment adviser managing roughly $174 million with a three-advisor team, serving individuals, high‑net‑worth clients, trusts, estates, corporations, and retirement plans. The firm offers discretionary portfolio management, financial planning, and pension consulting, including plan‑level advice and participant‑level assistance for employee benefit plans.

The firm constructs individualized investment plans and typically implements them on a discretionary basis, combining long‑ and short‑term purchases within a strategic asset allocation framework. Its investment process draws on a broad set of analytical methods — including charting, fundamental and technical analysis, cyclical and economic reviews — and may use ETFs (including buffered ETFs) and indirect exposure to the digital‑assets space via publicly traded companies and ETFs.

Distinctive features include being a recently formed firm (established in 2024) that manages a relatively large asset base for a small advisor group, and offering pension consulting alongside individual portfolio management. The firm also discloses that some advisers are licensed to sell insurance (which can create commission conflicts), generally directs clients to firm‑recommended custodians rather than client‑directed brokerage, and leaves proxy‑voting decisions to clients.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Retirement income strategy Social Security optimization Income planning General tax planning

Fee options

Percentage

$0 - $500,000: 1% $500,001 - $1,000,000: 0.90% $1,000,001 - $2,500,000: 0.80% $2,500,001 - $5,000,000: 0.70% $5,000,001+: Negotiable

Project-based

$200.00 per hour (negotiable)

Other

Account minimum: $50,000

Main office location

ViaQuest Advisors LLC

17225 El Camino Real, Suite 250

Houston TX 77058, United States

Number of offices

Most active in

Texas

Disclosures

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

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 281-335-7609

Advisors at this firm

Michael G

Series 63, Series 65

Houston, TX

ViaQuest Advisors LLC

Michael Garcia is a financial advisor with ViaQuest Advisors LLC in Houston, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior experience includes ten years at Arbor Point Advisors and Securities America Inc. He is also a licensed insurance agent. ViaQuest Advisors LLC provides portfolio management, investment analysis, and financial planning to individuals, high-net-worth clients, trusts, estates, corporations, and pension/retirement plans. The firm recently added pension consulting services and employs a varied investment approach combining fundamental, technical, cyclical, and economic analysis.

Retirement income strategy Social Security optimization Income planning General tax planning

Michael H

CFP®, CFA®, Series 65

Houston, TX

ViaQuest Advisors LLC

Michael Hibbetts is a CFP® and CFA® with six years of industry experience. He is currently with ViaQuest Advisors LLC and previously worked at Osaic Advisory Services, LLC and Arbor Point Advisors. Outside of his advisory work, Hibbetts serves as a boat captain at the Armand Bayou Nature Center and holds board and finance committee roles at the Bay Area Unitarian Universalist Church. ViaQuest Advisors LLC provides portfolio management, investment analysis, and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and pension/retirement plans. The firm combines multiple investment methodologies with advisor judgment and recently expanded to offer pension consulting services at both the plan and participant levels.

Retirement income strategy Social Security optimization Income planning General tax planning

Stephen J

Series 63, Series 65

Houston, TX

ViaQuest Advisors LLC

Stephen Jackson is a financial advisor at ViaQuest Advisors LLC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Arbor Point Advisors and Securities America Inc. Outside of advising, he is involved in a commercial cleaning business and serves as a licensed insurance agent, primarily servicing existing accounts. ViaQuest Advisors LLC provides portfolio management, investment analysis, and financial planning to individuals, high-net-worth clients, trusts, estates, corporations, and pension/retirement plans. The firm offers discretionary portfolio management and recently added non-discretionary pension consulting services for employee benefit plans and participants.

Retirement income strategy Social Security optimization Income planning General tax planning

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