ERGUZ, LLC
SEC RegisteredBuilding Your Wealth
About the firm
Erguz LLC is an independent fee-based investment management and advisory firm and registered investment adviser (RIA) located in The Woodlands, Texas. The firm provides customized portfolio solutions for high net worth individuals, with a value-driven approach to capital allocation utilizing multiple asset classes across a global platform. As a fiduciary, Erguz has a fundamental obligation to act and provide investment advice in the best interests of its clients.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Independent fee-based investment management and advisory services, including customized portfolio solutions crafted to meet individual client objectives, closely monitored and value-driven across multiple asset classes on a global platform.
Who they serve
High net worth individuals
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 51 | $889M |
51 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 - $10,000,000 | 1.00% |
| Over $10,000,000 | 0.50% |
Data as of March 3, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ERGUZ, LLC 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 the SEC or FINRA websites before making any decision.
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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