HIGGINBOTHAM RETIREMENT ADVISORS, INC.

RIASEC RegisteredEst. 2004
Total AUM
Avg account
$0
Accounts
0
Employees
3
Advisory reps
7

Firm details

Headquarters
HOUSTON, Texas
CRD number
128561
Registered since
February 6, 2004
Fee structure
Percentage of AUM, Fixed Fees
Services
Pension Consulting

Firm profile

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Overview

Higginbotham Retirement Advisors, Inc. is a corporate, SEC-registered advisory firm (registered in 2004) that positions itself as a pension consultant serving institutional clients. The firm is owned by a mix of domestic entity and individual ownership and is classified as an unclassified adviser in the available data. Its advisory focus is pension consulting services rather than direct capital allocation; the firm is not identified as a capital allocator or a related adviser. Fee arrangements reported include both percentage-of-AUM and fixed-fee billing. Higginbotham Retirement Advisors notes industry affiliations with a broker-dealer and an insurance company, which aligns with its pension consulting practice and its use of insurance products. The firm is not an active ESG investor and is not identified as a multistate adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • WARREN BARHORST

    President and CEOCRD 2570446

  • Andrew Reutter

    Chief Financial OfficerCRD 7123902

  • John Ivan

    Chief Compliance OfficerCRD 1292150

Contacts

3 of 4
  • JARROD MENDELL

    Investment Adviser RepresentativeCRD 6894185

  • Ross Carmichael

    Managing DirectorCRD 7343315

  • ANTHONY HAAS

    Vice PresidentCRD 5601855

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

HOUSTON, TX

HARRIS

Location

HOUSTON, TX

Headquartered in HOUSTON, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
HARRIS
Address
4424 W Sam Houston Pkwy N
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth