ViaQuest Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
ViaQuest Advisors LLC is an SEC-registered investment adviser managing roughly $174 million with a three-advisor team, serving individuals, high‑net‑worth clients, trusts, estates, corporations, and retirement plans. The firm offers discretionary portfolio management, financial planning, and pension consulting, including plan‑level advice and participant‑level assistance for employee benefit plans.
The firm constructs individualized investment plans and typically implements them on a discretionary basis, combining long‑ and short‑term purchases within a strategic asset allocation framework. Its investment process draws on a broad set of analytical methods — including charting, fundamental and technical analysis, cyclical and economic reviews — and may use ETFs (including buffered ETFs) and indirect exposure to the digital‑assets space via publicly traded companies and ETFs.
Distinctive features include being a recently formed firm (established in 2024) that manages a relatively large asset base for a small advisor group, and offering pension consulting alongside individual portfolio management. The firm also discloses that some advisers are licensed to sell insurance (which can create commission conflicts), generally directs clients to firm‑recommended custodians rather than client‑directed brokerage, and leaves proxy‑voting decisions to clients.
Client services
Expertise
Fee options
$0 - $500,000: 1% $500,001 - $1,000,000: 0.90% $1,000,001 - $2,500,000: 0.80% $2,500,001 - $5,000,000: 0.70% $5,000,001+: Negotiable
$200.00 per hour (negotiable)
Account minimum: $50,000
Main office
17225 El Camino Real, Suite 250
Houston TX 77058
Advisors at this office
3
Most active in
Texas
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.
Advisors at this firm
Michael G
Series 63, Series 65
Houston, TX
ViaQuest Advisors LLC
Michael Garcia is a financial advisor with ViaQuest Advisors LLC in Houston, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior experience includes ten years at Arbor Point Advisors and Securities America Inc. He is also a licensed insurance agent. ViaQuest Advisors LLC provides portfolio management, investment analysis, and financial planning to individuals, high-net-worth clients, trusts, estates, corporations, and pension/retirement plans. The firm recently added pension consulting services and employs a varied investment approach combining fundamental, technical, cyclical, and economic analysis.
Michael H
CFP®, CFA®, Series 65
Houston, TX
ViaQuest Advisors LLC
Michael Hibbetts is a CFP® and CFA® with six years of industry experience. He is currently with ViaQuest Advisors LLC and previously worked at Osaic Advisory Services, LLC and Arbor Point Advisors. Outside of his advisory work, Hibbetts serves as a boat captain at the Armand Bayou Nature Center and holds board and finance committee roles at the Bay Area Unitarian Universalist Church. ViaQuest Advisors LLC provides portfolio management, investment analysis, and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and pension/retirement plans. The firm combines multiple investment methodologies with advisor judgment and recently expanded to offer pension consulting services at both the plan and participant levels.
Stephen J
Series 63, Series 65
Houston, TX
ViaQuest Advisors LLC
Stephen Jackson is a financial advisor at ViaQuest Advisors LLC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Arbor Point Advisors and Securities America Inc. Outside of advising, he is involved in a commercial cleaning business and serves as a licensed insurance agent, primarily servicing existing accounts. ViaQuest Advisors LLC provides portfolio management, investment analysis, and financial planning to individuals, high-net-worth clients, trusts, estates, corporations, and pension/retirement plans. The firm offers discretionary portfolio management and recently added non-discretionary pension consulting services for employee benefit plans and participants.
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