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Houston Energy Advisors, LLC (Houston)


Houston Energy Advisors, LLC is a large advisory firm based in Houston. It manages $187.56 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2005.

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Houston Energy Advisors provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Houston Energy Advisors: assets under management

The assets under management (AUM) of Houston Energy Advisors, LLC is $187.56 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 62% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $187.56 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $46.89 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Houston Energy Advisors, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Thomas Andrews Petrie Shareholder 1 Feb 1989 25% - 50% 361749
James Edward Parkman Shareholder 1 Feb 1989 25% - 50% 1850760

Based in Houston

The principal office where Houston Energy Advisors, LLC performs its advisory services is located at 1801 Patterson St, Houston, TX 77007, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 713-869-0077 or by fax 713-869-0078. The normal business hours are 8 am to 4 pm ct on Monday - Friday. You can find more information about the New York firm at essfunds.com.


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