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Brett Mitchell Gonzalez

Investment Adviser Representative at Doliver Advisors, L.P.

Houston, TXCRD #7735442Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Brett Mitchell Gonzalez is an investment adviser representative with Doliver Advisors, L.P. in Houston, TX, where they have been registered since 2026, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Texas.

Office

6363 Woodway Dr, Suite 763
Houston, TX 77057

Advisors at this office: 5

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 5/30/2026

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Doliver Advisors, L.P.Current
6/3/2026 – Houston, TX

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Doliver Advisors, L.P.
    Jun 2024 – no end date reportedHouston, TX
  2. Truvo Digital LLC
    Nov 2025 – no end date reportedHouston, TX
  3. Unemployed
    May 2024 – Jun 2024Houston, TX
  4. Links Golf Club
    Nov 2022 – Apr 2024Houston, TX
  5. Charles Schwab & Co. Inc
    Jun 2023 – Aug 2023Westlake, TX
  6. University of Houston
    Aug 2021 – Dec 2023Houston, TX
  7. Houston Community College
    Aug 2020 – Aug 2021Houston, TX
  8. University of Oklahoma
    Aug 2019 – Aug 2020Norman, OK
  9. SugarSneaks
    Feb 2018 – May 2022Houston, TX
  10. Clements High School
    Jun 2016 – May 2019Sugar Land, TX

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Doliver Advisors, L.P.

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Performance-based fees
Firm account minimum
$250,000 (waivable)
Estimated blended rate
0.01
Firm's annual rate schedule by assets
  • $0 - $1,000,0001.00%
  • $1,000,000 - $5,000,0000.80%
  • $5,000,000 - $10,000,0000.60%
  • Over $10,000,0000.50%

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Portfolio Management for Individuals and Small BusinessesPortfolio Management for Pooled Investment VehiclesPension ConsultingSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthPooled VehiclesPension/Profit SharingCharitable OrganizationsOther Investment AdvisersCorporationsOther

Firm assets under management

$500M–$1B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
6
Offices listed on AdvisorFinder:
1
Main office:
Houston, TX
SEC file number:
801-44471

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of October 1, 2026

View full firm profile

Other advisors at Doliver Advisors, L.P.

5 other advisors in the directory

View Doliver Advisors, L.P. firm profile

Similar advisors in Houston, TX

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Brett Mitchell Gonzalez has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Brett Mitchell Gonzalez (Doliver Advisors) - Advisor Profile