Unclaimed Profile

Aimee Bess Mccrory

CAZ INVESTMENTS L.P.·HOUSTON, Texas

Series 1, Series 7, Series 39, Series 6322 years registeredCAZ INVESTMENTS L.P.

ONE RIVERWAY, HOUSTON, TX 77056CRD# 834679Firm CRD# 113931

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Aimee Bess Mccrory · HOUSTON, TX

Registration

CRD #834679 · CAZ INVESTMENTS L.P. · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CAZ INVESTMENTS L.P.

INROADS CAPITAL MANAGEMENT LLC

Jan 2010 – Oct 2011

HOUSTON, TX

CAZ INVESTMENTS L.P.

Apr 2004 – Dec 2018

HOUSTON, TX

Registrations & Exams

FINRA examinations passed

Series 1

Series 7

Series 39

Series 63

Registration record

First registered · April 1, 2004

Years registered · 22

Disclosure History

2000Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

CAZ INVESTMENTS L.P.

CRD 113931 · SEC 801-60606

AUM

$6.4B

Regulatory assets under management

Employees

8,044 client accounts

Services offered by CAZ INVESTMENTS L.P.

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at CAZ INVESTMENTS L.P. →

Introduction

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Frequently Asked Questions

What services does Aimee Bess Mccrory offer?

Aimee Bess Mccrory specializes in Investment Management, Retirement Planning, Wealth Management.

What are Aimee Bess Mccrory's credentials?

Aimee Bess Mccrory is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Aimee Bess Mccrory located?

Aimee Bess Mccrory is based in HOUSTON, Texas, last registered with CAZ INVESTMENTS L.P..

How does Aimee Bess Mccrory charge for services?

Aimee Bess Mccrory's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CAZ INVESTMENTS L.P.?

CAZ INVESTMENTS L.P. has approximately 48 employees and manages $6.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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