Guang Li
Southmore Financial Advisory · Houston, Texas
Guang Li is a fee-only financial advisor at Southmore Financial Advisory in Houston, Texas. Southmore Financial Advisory reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Southmore Financial Advisory |
|---|---|
| Based in | Houston, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $1.4M across 11 accounts |
| SEC registration | Investment adviser representative in TX · CRD 7812874 |
| Exams passed | Series 65 (2023) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Guang's firm compares
- Southmore Financial Advisory's average account is about $126,000, from its Form ADV (assets managed divided by 11 accounts).
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Questions about Guang
Is Guang Li a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Guang holds no broker registration, and Southmore Financial Advisory reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Guang charge for financial advice?
Guang's firm, Southmore Financial Advisory, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Guang Li based?
Guang Li is based in Houston, Texas.
Is Guang Li registered with the SEC?
Yes. Guang Li is registered as an investment adviser representative in TX (CRD 7812874), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Southmore Financial Advisory manage?
Southmore Financial Advisory reports $1.4M across 11 accounts in assets under management.
How do I contact Guang Li?
Contact details aren't on file yet. Search for Southmore Financial Advisory.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Houston
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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