Thomas Kennedy
Alteris Capital Partners · Houston, Texas
Thomas Kennedy is a fee-only financial advisor at Alteris Capital Partners in Houston, Texas, who holds the CFP credential. Alteris Capital Partners reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Alteris Capital Partners |
|---|---|
| Based in | Houston, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $139.5M across 302 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 5163601 |
| Exams passed | Series 63 (2008) · Series 66 (2018) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.alteriscp.com |
How Thomas's firm compares
- Alteris Capital Partners's average account is about $462,000, from its Form ADV (assets managed divided by 302 accounts).
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Questions about Thomas
Is Thomas Kennedy a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Thomas holds no broker registration, and Alteris Capital Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Thomas charge for financial advice?
Thomas's firm, Alteris Capital Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Thomas Kennedy based?
Thomas Kennedy is based in Houston, Texas.
What credentials does Thomas Kennedy hold?
Thomas Kennedy holds the CFP credential.
Is Thomas Kennedy registered with the SEC?
Yes. Thomas Kennedy is registered as an investment adviser representative in TX (CRD 5163601), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Alteris Capital Partners manage?
Alteris Capital Partners reports $139.5M across 302 accounts in assets under management.
How do I contact Thomas Kennedy?
Through Thomas's website, www.alteriscp.com.
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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