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Kimberly R

CFP®, Series 63, Series 66

Houston, TX

Arax Advisory Partners

Kimberly Ripoll is a CFP® with 30 years of industry experience and is currently with Arax Advisory Partners. She has previously worked at U.S. Capital Wealth Advisors, USCA Securities, and RBC Capital Markets. Arax Advisory Partners is a multi-team SEC-registered wealth manager overseeing approximately $26.5 billion in assets and serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm combines internal portfolio management with third-party models and external managers, offering a variety of advisory services, including performance-based fee arrangements and private fund management.

Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General retirement planning Founder/Business Owner Executive Financial Professional
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Jesse I

Series 63, Series 66

Houston, TX

Arax Advisory Partners

Jesse Isensee is a financial advisor at Arax Advisory Partners in Houston, TX, with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including USCA Securities LLC, Bank of America, Merrill, Brookfield Asset Management, and Center Coast Capital. Arax Advisory Partners is an SEC-registered, multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, using a combination of internal portfolio management, third-party models, and tailored asset allocation to meet client objectives.

Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General retirement planning Founder/Business Owner Executive Financial Professional
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Bradley M

Series 63

Houston, TX

Arax Advisory Partners

Bradley Miller is a financial advisor at Arax Advisory Partners with 36 years of industry experience. He holds a Series 63 designation and has worked at firms including Morgan Stanley and CitiGroup Global Markets. Arax Advisory Partners is a multi-team wealth manager serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal portfolio management, third-party models, and tailored asset allocation, with notable use of performance-based fees and carried interest structures for certain qualified investors and private funds.

Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General retirement planning Founder/Business Owner Executive Financial Professional
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Titus H

Series 63, Series 66

Houston, TX

Arax Advisory Partners

Titus Harris III is a financial advisor at Arax Advisory Partners with 23 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at U.S. Capital Wealth Advisors, LLC and USCA Securities LLC. Outside of his advisory role, Harris is involved with a charitable foundation tied to the Coastal Conservation Association of Texas and serves as a board member of the Neurological Institute National Council at Houston Methodist Hospital Foundation. Arax Advisory Partners is an SEC-registered, multi-team wealth manager serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm combines internal management and external manager relationships with tailored asset allocation and offers a range of services including financial planning, portfolio management, and retirement plan consulting.

Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General retirement planning Founder/Business Owner Executive Financial Professional
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John T

Series 66

Houston, TX

Arax Advisory Partners

John Tubbs is a financial advisor at Arax Advisory Partners with 11 years of industry experience. He holds a Series 66 designation and has worked at U.S. Capital Wealth Advisors and USCA Securities, where he has been a registered representative since 2010. Arax Advisory Partners is a multi-team wealth manager with over 200 advisors, overseeing approximately $26.5 billion in assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering comprehensive financial planning and portfolio management through internal and external resources.

Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General retirement planning Founder/Business Owner Executive Financial Professional
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David S

Series 63

Houston, TX

Arax Advisory Partners

David Solomon is a financial advisor at Arax Advisory Partners with 45 years of industry experience. He holds a Series 63 designation and has previously worked with firms including U.S. Capital Wealth Advisors and USCA Securities. Outside of his advisory work, he serves as treasurer for Second Tuesday, a real estate dinner club. Arax Advisory Partners is a multi-team wealth manager serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm combines internal portfolio management with third-party models and tailored asset allocation to meet client objectives, and it is notable for employing performance-based fee arrangements and managing private funds through a broad institutional platform.

Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General retirement planning Founder/Business Owner Executive Financial Professional
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Rachel B

CFP®, Series 63, Series 66

Houston, TX

Arax Advisory Partners

Rachel Brown is a CFP® professional with 23 years of industry experience. She is currently with Arax Advisory Partners in Houston, TX, where she has worked for one year. Her prior experience includes five years at U.S. Capital Wealth Advisors and over a decade at USCA Securities and USCA RIA LLC. Arax Advisory Partners is a multi-team wealth manager with over 200 advisors, serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal and external portfolio management resources and offers various services including financial planning, retirement plan consulting, and advisory services to pooled private funds.

Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General retirement planning Founder/Business Owner Executive Financial Professional
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Philip P

Series 63, Series 65

Houston, TX

Arax Advisory Partners

Philip Pilibosian is a financial advisor at Arax Advisory Partners with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at U.S. Capital Wealth Advisors and Hitherlane Partners. He serves as an advisory committee member for real estate funds ApexOne Multifamily Fund III and IV. Arax Advisory Partners is an SEC-registered, multi-team wealth manager with over 200 advisors, overseeing approximately $26.5 billion in assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering financial planning, portfolio management, retirement plan consulting, and advisory services to pooled private funds. Arax integrates internal management, third-party models, and tailored asset allocation, and it distinguishes itself with performance-based fee arrangements and a broad institutional footprint.

Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General retirement planning Founder/Business Owner Executive Financial Professional
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Enrique A

Series 63, Series 65

Houston, TX

Arax Advisory Partners

Enrique Araiza is a financial advisor at Arax Advisory Partners with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Titleist Capital, BB&T Scott & Stringfellow, and USCA Securities. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets and serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal and external portfolio management and uses tailored asset-allocation strategies alongside performance-based fee arrangements and carried interest structures for certain qualified investors and private funds.

Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General retirement planning Founder/Business Owner Executive Financial Professional
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Romelia L

Series 66

Houston, TX

Arax Advisory Partners

Romelia Legg is a financial advisor at Arax Advisory Partners in Houston, TX, with two years of industry experience. She holds a Series 66 designation and previously worked at U.S. Capital Wealth Advisors, LLC, USCA Securities LLC, and has experience outside finance including roles at the University of Houston and Dick's Sporting Goods. Arax Advisory Partners is an SEC-registered, multi-team wealth manager overseeing approximately $26.5 billion in assets through a team of more than 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans using a combination of internal portfolio management, third-party models, and tailored asset allocation strategies.

Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General retirement planning Founder/Business Owner Executive Financial Professional
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Deborah E

Series 66

Houston, TX

Arax Advisory Partners

Deborah Ellis is a financial advisor at Arax Advisory Partners with 14 years of industry experience. She holds the Series 66 designation and has previously worked at US Capital Wealth Advisors and W Hamilton and Co, LLC. Arax Advisory Partners is a multi-team, SEC-registered wealth management firm overseeing approximately $26.5 billion in assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans through financial planning, portfolio management, retirement plan consulting, and advisory services to pooled private funds.

Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General retirement planning Founder/Business Owner Executive Financial Professional
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