Adviser Profile

As of Date 01/16/2025
Registration status Registration Changed to CAP SIX ADVISORS LLC
ADV Location HOUSTON, TX, United States
Contact Info 281 xxxxxxx
Websites
AUM* 2,678,216 96%
of that, discretionary 2,678,216 96%
Number of Employees 3
of those in investment advisory functions 3
Private Fund GAV* 0
Avg Account Size 167,389 47%
% High Net Worth 100.00%
SMA’s No
Private Funds 0

Adviser Type

Client Types

- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

No private funds

Employees