| PMG Family Office, LLC | Multi-family office | Plano, TX | 6 | 1 | · | 6 | 13F $109M | Jul 16, 2026 |
| Nolet Wealth Management, LLC | Multi-family office | Fort Worth, TX | 6 | · | · | 6 | 13F $181M | Jul 10, 2026 |
| Turtle Creek Wealth Advisors, LLC | Multi-family office | Dallas, TX | 22 | · | · | 36 | 13F $1.9B | Aug 5, 2026 |
| G••• C•••••• | Single family office | Fort Worth, TX | 1 | 5 | Hospitality and leisure (2 deals), Healthcare services (1 deal), Energy, utilities and infrastructure (1 deal), +1 more | 3 | · | Aug 6, 2026 |
| L••••• K••••• M••• L•• | Multi-family office | Dallas, TX | 16 | · | · | 32 | RAUM $2.8B | Sep 4, 2026 |
| L•• F••••• W••••• A•••••••• L••• | Multi-family office | Austin, TX | 7 | · | · | 7 | 13F $196M | Jul 14, 2026 |
| A••••• L••• A•••••••• L•• | Outsourced family office provider | Houston, TX | 3 | · | · | 3 | RAUM $1.2B | Feb 10, 2026 |
| O•••••• G•••••• L•• | Single family office | Dallas, TX | · | 2 | Hospitality and leisure (1 deal) | 1 | · | Jan 21, 2026 |
| H•••• H••••••• L•• | Single family office | Dallas, TX | 2 | · | · | 2 | · | Jul 8, 2026 |
| D••••• E•••• F••••• O••••••• L•• | Multi-family office | Fort Worth, TX | · | · | · | · | RAUM $1.4B | Jun 22, 2026 |
| T••••••• W••••• M••••••••• | Outsourced family office provider | TX | · | · | · | 4 | 13F $742M | Aug 13, 2026 |
| C•••••••• C•••••• | Single family office | Houston, TX | 1 | 9 | Energy, utilities and infrastructure (2 deals), Manufacturing (1 deal) | 1 | · | Dec 10, 2025 |
| V••••• F••••• O••••• | Multi-family office | El Paso, TX | · | · | · | 2 | 13F $126M | Aug 20, 2026 |
| H••••••• F••••• C•••••••• | Single family office | San Antonio, TX | · | · | · | 1 | · | Jan 6, 2026 |
| S•••••••• C•••••• M••••••••• | Single family office (probable) | Fort Worth, TX | 2 | · | · | 3 | AUM $203M | Mar 30, 2026 |
| P••••••• F••• | Single family office (probable) | Dallas, TX | 2 | 7 | Life sciences (2 deals), Industrial services (2 deals), Business services (1 deal), +2 more | 2 | · | Dec 31, 2025 |
| N••••••• M••••••••• O••••••••• L•• | Single family office (probable) | Dallas, TX | 1 | · | · | 4 | 13F $17B | Aug 14, 2026 |
| L•••••••• H••• P•••••••• L•• | Outsourced family office provider | Dallas, TX | 2 | · | · | 3 | 13F $206M | Jul 8, 2026 |
| F•••••• F••••• F••••••••• L•• | Outsourced family office provider | Austin, TX | 1 | · | · | 1 | RAUM $321M | Aug 27, 2026 |
| F••••••••• F••••• W••••• A••••••• L•• | Candidate | Houston, TX | 4 | · | · | 4 | 13F $177M | Jul 16, 2026 |
| C•••• F••••• W••••• A•••••••• I••• | Candidate | Mckinney, TX | 3 | · | · | 6 | 13F $145M | Jul 30, 2026 |
| P•••••• A••••••••• • P•••••• A••••••••• I• J•••• V•••••• | Candidate | Dallas, TX | 1 | 8 | · | 1 | 13F $73.6M | May 15, 2026 |
| A••••••••• I••••••••• C••••••• I••• | Candidate | Fort Worth, TX | 1 | 1 | · | 2 | · | Aug 10, 2026 |
| V•• M••••••••• L•• | Candidate | Houston, TX | 1 | · | · | 2 | 13F $249M | Aug 14, 2026 |
| 1••• I••••••••• C• L•• | Candidate | Houston, TX | 2 | · | · | 2 | 13F $1.9M | Aug 14, 2026 |
| 8•• A• F••• I• M•• L•• | Unclassified | Austin, TX | · | · | · | 1 | 13F $244M | Aug 14, 2026 |
| C••• F••••• M••••••••• L•• | Unclassified | Dallas, TX | · | · | · | · | · | May 1, 2026 |
| D••••• I••••••••• L•• | Unclassified | Austin, TX | · | · | · | 1 | 13F $468M | Aug 28, 2026 |
| N••••• F••••• C•••••• L•• | Unclassified | Dallas, TX | · | · | · | · | · | Sep 3, 2026 |
| W••••••• W••••• L•• | Unclassified | Waco, TX | · | · | · | 1 | 13F $147M | Jul 22, 2026 |