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Jacob Matthew Borbidge

AVIDIAN WEALTH ENTERPRISES, LLC·HOUSTON, Texas
Clean record2 years registeredAVIDIAN WEALTH ENTERPRISES, LLC
800 TOWN & COUNTRY BLVD, HOUSTON, TX 77024CRD# 4240995Firm CRD# 127186

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jacob Matthew Borbidge · HOUSTON, TX
Registration
CRD #4240995 · AVIDIAN WEALTH ENTERPRISES, LLC · 2 years registered
Brand Profile
Not yet started
01

Career History

AVIDIAN WEALTH SOLUTIONS
Nov 2023 – present
02

Registrations & Exams

Registration record
First registered · November 17, 2023
Years registered · 2
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
AVIDIAN WEALTH ENTERPRISES, LLC
CRD 127186 · SEC 801-64386
AUM
$3.1B
Regulatory assets under management
Employees
51
6,015 client accounts
Services offered by AVIDIAN WEALTH ENTERPRISES, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at AVIDIAN WEALTH ENTERPRISES, LLC →
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05

Frequently Asked Questions

What services does Jacob Matthew Borbidge offer?
Jacob Matthew Borbidge specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in HOUSTON, Texas for a consultation.
What are Jacob Matthew Borbidge's credentials?
Jacob Matthew Borbidge is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jacob Matthew Borbidge located?
Jacob Matthew Borbidge is based in HOUSTON, Texas, working with AVIDIAN WEALTH ENTERPRISES, LLC. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.
How does Jacob Matthew Borbidge charge for services?
Jacob Matthew Borbidge's firm is compensated through percentage of aum, hourly charges, subscription fees, other: mgmt of pooled investment vehicles. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AVIDIAN WEALTH ENTERPRISES, LLC?
AVIDIAN WEALTH ENTERPRISES, LLC has approximately 51 employees and manages $3.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at AVIDIAN WEALTH ENTERPRISES, LLC

Gregory Joseph Litts
HOUSTON, TX
James Luke Patterson
HOUSTON, TX
Michael Anthony Smith
HOUSTON, TX
Bradley Trent Covey
HOUSTON, TX
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Cy Garrett Cattan
HOUSTON, TX
Scott Allen Bishop
HOUSTON, TX

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Research
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