A
Amana Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Amana Advisors is a newly registered investment adviser that offers asset management and related advisory services to institutional and pooled-vehicle clients as well as other entities, along with financial planning, consulting and retirement-rollover advice. The firm also provides occasional educational seminars for groups or sponsoring organizations and, as disclosed, reports no assets under management as of the brochure date.
The firm implements tailored portfolio management on a discretionary or non‑discretionary basis, working from client objectives, risk tolerances and imposed account restrictions and using both strategic and tactical asset‑allocation approaches. Its investment process draws on fundamental, technical and charting analysis and may include long‑ and short‑term trades, options, margin and ETF/mutual‑fund positions, with regular monitoring and quarterly reviews.
Compared with many peers, Amana Advisors discloses an operating connection to an accounting practice (the principal is a licensed CPA and may provide or refer tax/accounting services) and explicitly describes referral relationships and potential conflicts tied to rollovers and related advice. The brochure also highlights fee arrangements that include the common percentage‑of‑AUM management fee alongside hourly charges for financial planning and consulting and the firm’s use of impersonal seminars—features that are relatively uncommon among managers in its category.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Equity compensation tax strategy
Cash flow / budgeting
Occupation focus
Self-Employed
Founder/Business Owner
Demographic focus
Mid-Career Professionals
Fee options
Up to 2.50% annually (negotiable, maximum fee)
Up to $300 per hour for financial planning and consulting services.
Account minimum: No minimum investment amounts or conditions required for establishing an account managed by Amana Advisors. Fee-only: Asset management fees charged as a percentage of assets under management; financial planning and consulting services charged on hourly basis (up to $300 per hour). Seminars may be offered without fees to participants or up to $5,000 to sponsoring organizations.
Main office location
Amana Advisors
Houston TX, United States
Number of offices
1
Most active in
Amana Advisors has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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