Austin, TX Office
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Realta Investment Advisors, Inc
Multi-team
Firm-wide stats for Realta Investment Advisors, Inc
About
Realta Investment Advisors provides discretionary and non‑discretionary investment advisory services and financial planning through a network of Financial Advisors, serving individuals (including high‑net‑worth clients), pension and profit‑sharing plans, and a range of institutional clients such as corporations, trusts, and other investment advisers. The firm’s services include portfolio management (implemented in‑house or via third‑party money managers), retirement‑plan consulting and participant education, and estate planning.
The firm emphasizes individualized advice gathered through advisor interviews to establish goals, risk tolerance and time horizon, and typically implements strategies using asset allocation across mutual funds, ETFs, equities, fixed income and alternative investments. Realta operates the NOVA platform (APM wrap/non‑wrap) and offers UMA/SMA third‑party manager programs, monitors TPM performance and permits discretionary trading strategies (including options and margin); it also discloses acting as a liaison to TPMs and receiving portioned fees for that service and can manage held‑away accounts via a third‑party aggregation platform (Pontera).
Distinctive features noted in the brochure include the firm’s institutional reach and referral activity—disclosures reference relationships and referrals involving banks, insurance companies, other investment advisers and plan sponsors or public entities—and its affiliated broker‑dealer and insurance agency relationships. The brochure also highlights operational practices that may affect clients’ choices, such as third‑party manager arrangements, participant education materials and the use of held‑away aggregation tools, and it discloses how those arrangements generate fee and referral dynamics.
Based on Realta Investment Advisors, Inc
Expertise
Based on Realta Investment Advisors, Inc
Location
Austin TX
Advisors at this office
2
Advisors at this office
Nancy H
Series 63, Series 65
Austin, TX
Realta Investment Advisors, Inc
Nancy Hoang is a financial advisor at Realta Investment Advisors, Inc. in Austin, TX, holding Series 63 and Series 65 credentials with 16 years of industry experience. She has worked at Realta and its affiliated entities since 2018 and was previously with Cary Street Partners from 2013 to 2018. Outside of her advisory work, she is an investor and member of PHO Real Enterprises, an LLC holding private shares in a beverage business. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and institutional clients. The firm focuses on individualized advice and asset allocation strategies across a range of investment types, offering in-house portfolio management, third-party manager programs, and retirement-plan consulting.
Bobby C
Series 63, Series 65
Austin, TX
Realta Investment Advisors, Inc
Bobby Cowand is a financial advisor with Realta Investment Advisors, Inc. in Austin, TX, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Prior to joining Realta in 2018, he worked with Cary Street Partners and Riverstone Wealth Management, among other firms. Outside of his advisory role, he is the CEO and president of AirBubbles LLC, a business involved in buying, selling, and leasing aircraft and hangers, and he also owns businesses in event space leasing and music production. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and institutional clients. The firm emphasizes individualized advice and uses asset allocation across various investment types, operating platforms and third-party manager programs to serve a wide range of client needs.
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