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MTR FINANCIAL SERVICES, LLC

KINGWOOD, TX · CRD 149078 · IAPD ↗ · 281-913-1844

$119.9MRegulatory AUM
1Advisory reps
1Employees
2Clients
101-250Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
May 2026 — MTR FINANCIAL SERVICES, LLC (KINGWOOD, TX) is newly SEC-registered with $119.9M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.