Colton Cockerell
LVZ · Friendswood, Texas
Colton Cockerell is a fee-only financial advisor at LVZ in Friendswood, Texas. LVZ reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | LVZ |
|---|---|
| Based in | Friendswood, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.13B across 5,879 accounts |
| SEC registration | Investment adviser representative in TX · CRD 6258458 |
| Exams passed | Series 66 (2016) |
| Firm size | 24 employees |
| Disclosures | None reported |
| Website | www.lvzadvisors.com |
How Colton's firm compares
- LVZ's average account is about $191,000, from its Form ADV (assets managed divided by 5,879 accounts).
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Questions about Colton
Is Colton Cockerell a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Colton holds no broker registration, and LVZ reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Colton charge for financial advice?
Colton's firm, LVZ, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Colton Cockerell based?
Colton Cockerell is based in Friendswood, Texas.
Is Colton Cockerell registered with the SEC?
Yes. Colton Cockerell is registered as an investment adviser representative in TX (CRD 6258458), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does LVZ manage?
LVZ reports $1.13B across 5,879 accounts in assets under management.
How do I contact Colton Cockerell?
Through Colton's website, www.lvzadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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