|
⚲
|
| A3 Capital Advisors LLC
✚
|
|
|---|---|
| CRD # | 338956 |
| SEC # | 801-134726 |
| CIK # | |
| AUM | $236.8 M (2026-06-23) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 713-447-5856 |
| Address | 5020 Montrose Houston, TX 77006 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 24 | 224.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 12.0 |
| (n) Other | 0 | 0.0 |
| Total | 63 | 236.8 |
| By Discretionary | ||
| Discretionary | 61 | 225.3 |
| Non-Discretionary | 2 | 11.5 |
| Total | 63 | 236.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 236.8 | |
| Total | 63 | 236.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Goldenstone Wealth Management LLC
✚
|
CA | 0.2 |
|
Sector Analysts LLC
✚
|
PA | 0.2 |
|
Carlsbad Wealth Advisory Group Inc
✚
|
CA | 0.2 |
|
Everest Wealth Management LLC
✚
|
KS | 0.2 |
|
Leicht Financial Planning and Wealth Management Inc
✚
|
NJ | 0.2 |
|
Pento Portfolio Strategies LLC
✚
|
FL | 0.2 |
|
Fort Vancouver Investment Management LLC
✚
|
WA | 0.2 |
|
Minerva Planning Group Inc
✚
|
GA | 0.2 |
|
Springvest Wealth Management LLC
✚
|
TX | 0.2 |
|
Level Wealth Management LLC
✚
|
NC | 0.2 |