Speight Asset Management, LLC
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About
Speight Asset Management, LLC is a state-registered investment adviser that provides discretionary portfolio management and separate financial planning services primarily to individual and high-net-worth clients. Portfolios are constructed using a diversified asset-allocation approach and typically hold no-load or load-waived mutual funds and ETFs, with clients retaining legal ownership of securities.
The firm emphasizes long-term holdings with periodic rebalancing, quarterly monitoring, and the possibility of including individual equities or bonds as appropriate; it also provides advice on legacy holdings and tax-sensitive transitions. Financial planning is delivered after in-depth interviews and document review, and the firm offers retirement educational seminars at no charge.
Speight supplements its planning work by contracting with an independent advisor for financial-planning data gathering and software support while retaining responsibility for plan review and client presentation, and it uses Schwab’s institutional platform for custody, trading, and reporting. As of December 31, 2025, the firm reported approximately $89.25 million in discretionary assets across about 44 client relationships, resulting in a high assets-per-client ratio relative to many small advisory practices.
Client services
Expertise
Fee options
One-Time Financial Plan: up to $4,000
$0 - $500,000: 1.20% annually $500,001 - $1,000,000: 1.00% annually $1,000,001 - $3,000,000: 0.65% annually $3,000,001 - $6,000,000: 0.55% annually $6,000,001 - $9,000,000: 0.45% annually $9,000,001+: 0.35% annually
Financial Planning Monitoring and Updating Service: up to $500 per quarter
Account minimum: $250,000 Minimum fee: $3,000 annually ($750 per quarter), negotiable Fee-only: Fees are based on assets under management as per tiered schedule; financial planning fees apply separately.
Main office
8300 Cypress Creek Pkwy, Suite 450
Houston TX 77070
Advisors at this office
1
Most active in
Texas
Also doing business as
Clearpath Investment Advisors, LLC · Speight Asset Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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