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David Evan Marion

Post Oak Private Wealth Advisors

Houston, TX

CRD 2003031

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Employer firm

Post Oak Private Wealth Advisors CRD 159293

$391M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • ESTATE PLANNING ASSISTANCE

From the firm’s Form ADV. Read the guides:

Current Employers
Post Oak Private Wealth Advisors

1200 Smith Street Suite 610, Houston, TX 77002 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-10-01
  • TX RA
    APPROVED
    Since 2025-10-01

Branch Locations

1200 Smith Street Suite 610, Houston, TX 77002 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Santa Fe Advisors, Llc Santa Fe NM 04/2014 09/2025
Post Oak Private Wealth Advisors Houston TX 10/2025 Present
Previous Registrations
  • 2015-01-09 → 2025-10-02
    Santa Fe Advisors Llc
    Santa Fe, NM
  • 2011-11-15 → 2014-12-11
    First Santa Fe Advisors, Llc
    Santa Fe, NM
    Santa Fe, NM
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1990-07-17
  • S63 Uniform Securities Agent State Law Examination
    1990-07-17
Designations
  • Chartered Financial Analyst
Other Names
  • David Marion

View on SEC IAPD

Nearby Firms

BRIDGE CAPITAL ADVISORS
TSA WEALTH MANAGEMENT
PEREA CAPITAL

Nearby Investors

John Charles Robinson
CRYSTAL ALLISON MCKEON
AUSTIN GENTRY MARRS

Nearby Offices

BRIDGE CAPITAL ADVISORS · HOUSTON, TX
TSA WEALTH MANAGEMENT · HOUSTON, TX
PEREA CAPITAL · HOUSTON, TX

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