A complete list of active advisors currently associated with Texas First Investment Management Company

Warmer can help you find a great advisor at Texas First Investment Management Company or one who fits your needs even better.

Texas First Investment Management Company is a small registered investment adviser that primarily manages discretionary U.S. equity portfolios for institutional and individual clients. As of December 31, 2025 the firm reported managing less than $1 million in discretionary assets and offers separate portfolio products that vary primarily by market-cap focus. The firm follows a value-oriented, bottom-up fundamental research approach, emphasizing low price-to-earnings and price-to-book metrics and consideration of company-specific catalysts such as management buying or M&A potential. Portfolios are concentrated (typically 12–20 positions) with an average holding period near 18 months, and the firm generally avoids derivatives, leverage, technical analysis, and momentum strategies. Compared with peers that primarily manage pooled or institutional assets, Texas First is notable for accepting individual (non‑high‑net‑worth) clients and, on occasion, taking accounts smaller than its stated minimum, resulting in a hybrid client mix that is uncommon for this category. The firm’s small scale and long‑tenured portfolio leadership, combined with a concentrated value focus, make its risk profile and potential benchmark deviation different from larger, more diversified institutional managers.

To learn more about the advisors currently working at Texas First Investment Management Company, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.