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OASIS CAPITAL PARTNERS (TEXAS) INC.

AUSTIN, TX · CRD 171703 · IAPD ↗ · 1-512-225-1025

$12.40BRegulatory AUM
26Advisory reps
57Employees
0Clients
n/aPlanning clients
10Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

54
April 2026 — OASIS CAPITAL PARTNERS (TEXAS) INC. reported RAUM up 49% ($8.32B -> $12.40B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
53
April 2025 — OASIS CAPITAL PARTNERS (TEXAS) INC. reported RAUM up 45% ($5.74B -> $8.32B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
April 2024 — OASIS CAPITAL PARTNERS (TEXAS) INC. reported RAUM up 88% ($3.05B -> $5.74B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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