Broker-dealer firm · Dallas, TX
Momentum Independent Network Inc.
SEC-registered investment adviser · CRD 17587 · SEC 801-60812
At a glance
Momentum Independent Network Inc. is an SEC-registered investment adviser based in Dallas, Texas, with $1.6 billion in regulatory assets under management as of its Form ADV filed August 11, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 2,817 individual clients. By Form ADV it is a broker-dealer firm, ranked 143rd of 391 broker-dealer firms and 4,100th of 17,210 SEC-registered advisers by assets.
Main office 214-859-1800LinkedInAs filed on Form ADV
- Regulatory AUM
- $1.6B
- Rank among broker-dealer firms
- #143 of 391
- Rank among all SEC RIAs
- #4,100 of 17,210
- Rank in Texas
- #229 of 1,081
- Individual clients
- 2,817
- High-net-worth clients
- 408
- Accounts
- 4,721
- Discretionary
- 63% of AUM
- Employees
- 97
- Advisory staff
- 97
- Offices
- 125
Owners and executives on its Form ADV
- Laura LeventhalTreasurer
- Laura LeventhalBoard Director
- Brian Lane WittnebenGeneral Counsel/secretary
- Laura Bonnell AlexanderBoard Director
- David King MedanichBoard Director
- Martin Bradley WingesCEO
- Martin Bradley WingesChairman of the Board
- Joseph Michael EdgeBoard Director
- Joseph Michael EdgeChief Financial Officer
- Scott Andrew CoyaChief Compliance Officer
- Scott Edward McCaffreyManaging Director - Head of Momentum Independent Network Inc.
Custody and brokerage
Custodian
Momentum Independent Network Inc.’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Broker-dealer
Hybrid RIA
Momentum Independent Network Inc. is a hybrid RIA: 97 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: Hilltop Securities Inc..
- Hilltop Securities Inc. ↗CRD 6220
Its Form ADV brochure (filed March 2026) names Momentum Independent Network as the broker-dealer its advisers are registered with.
For Clients of IARs registered through MIN, trading activity is reviewed on a daily basis by the OSJ or designee assigned to the IAR.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 408 | $855M | 53% |
| Individuals | 2,409 | $703M | 44% |
| Corporations or other businesses | 33 | $33M | 2% |
| Pension and profit sharing plans | 21 | $11M | <1% |
| Charitable organizations | 8 | $8M | <1% |
Disciplinary disclosures
Momentum Independent Network Inc. answers yes to 99 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Selecting other advisers
- Periodicals or newsletters
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗
AtlasMembers
The full record on Momentum Independent Network Inc.
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 113 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 11 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 2Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Momentum Independent Network Inc. manage?
Momentum Independent Network Inc. reports $1.6 billion in regulatory assets under management across 4,721 accounts, 63% of it on a discretionary basis, on its Form ADV filed August 11, 2026.
What kind of firm is Momentum Independent Network Inc.?
Momentum Independent Network Inc. is a broker-dealer firm by its Form ADV answers. The firm is itself registered as a broker-dealer as well as an investment adviser. It reports a bank or thrift among its related persons. A public reporting company controls it.
Who are Momentum Independent Network Inc.’s clients?
By assets, its largest client types are high-net-worth individuals ($855 million, 408 clients); individuals ($703 million, 2,409 clients); corporations or other businesses ($33 million, 33 clients).
Does Momentum Independent Network Inc. have any disciplinary history?
Momentum Independent Network Inc. answers yes to 99 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is Momentum Independent Network Inc.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-08-11), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →