Top 3 financial advisor firms in Midland

3 SEC-registered financial advisor firms are headquartered in Midland, TX, with $1.16B in combined regulatory assets under management. The largest by assets are Eight 31 Financial ($532M), Cargile Investment Management ($395M) and Redemption Capital Partners ($237M).

3
Financial advisor firms: $1.16B
Their combined AUM: $395M
Median firm AUM: 377
Clients of the top 3

The 3 largest by assets

1
Eight 31 Financial
RIA
$532M
1.25% to 2.00% a year
2
Cargile Investment Management
RIA
$395M
0.10% to 2.00% a year
3
Redemption Capital Partners
RIA
$237M
Regulatory AUM

Profiles of the top 3

No. 1 · RIA

Eight 31 Financial

Eight 31 Financial is an investment adviser based in Midland, TX, registered with the SEC since 2023. It provides investment management. Its clients include high-net-worth individuals, pooled investment vehicles and other clients. Its regulatory assets under management total $532 million, as filed on 31 March 2026.

Eight 31 Financial charges 1.25%–2.00% a year for its Eight 31 Financial Wrap Program.

Regulatory AUM: $532M
Clients: 74
Advisory staff: 4
Fee schedule: 1.25% to 2.00% a year
Minimum account: $5,000,000
Custodians: Pershing
Headquarters: 3200 Mockingbird Lane, Building 7, Suite 204, Midland, TX 79705
Phone: 423-282-0251

No. 2 · RIA

Cargile Investment Management

Cargile Investment Management is an investment adviser based in Midland, TX, registered with the SEC since 2005. It provides investment management. Its clients include high-net-worth individuals, corporations and other businesses, and individual clients. Its regulatory assets under management total $395 million, as filed on 24 March 2026.

Cargile Investment Management charges 0.10%–2.00% a year for its Portfolio Management Services.

Regulatory AUM: $395M
Clients: 204
Advisory staff: 1
Founded: 1984
Fee schedule: 0.10% to 2.00% a year
Custodians: Fidelity, Charles Schwab
Headquarters: 415 West Wall Street, Suite 2200, Midland, TX 79701
Phone: 432-617-1394

No. 3 · RIA

Redemption Capital Partners

Redemption Capital Partners is an investment adviser based in Midland, TX, registered with the SEC since 2022. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $237 million, as filed on 17 February 2026.

Regulatory AUM: $237M
Clients: 99
Advisory staff: 2
Founded: 2020
Custodians: Charles Schwab
Headquarters: 800 N Marienfeld, Suite 101, Midland, TX 79701
Phone: 432-236-0866
Website: redcapllc.com

Questions about financial advisors in Midland

How many financial advisor firms are headquartered in Midland?

3 SEC-registered financial advisor firms report their principal office in Midland, TX, managing $1.16B in regulatory assets between them.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Midland?

Eight 31 Financial, with $532M in regulatory assets under management on its latest Form ADV. The next largest are Cargile Investment Management ($395M) and Redemption Capital Partners ($237M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Midland?

The median firm manages $395M in regulatory assets. That is the midpoint of the 3 firms headquartered in Midland.

Source: Form ADV Part 1A, Item 5.F

How can I check a financial advisor's record in Midland?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

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