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| Happy Holidays!! thanks for using AUM13F!! |
| Cap Six Advisors LLC
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| CRD # | 325164 |
| SEC # | 801-131815 |
| CIK # | |
| AUM | $268.2 M (2025-03-31) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 281-671-7982 |
| Address | 1919 Decatur Street Houston, TX 77007-7636 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3 | 0.4 |
| (b) Individuals (high net worth individuals) | 27 | 22.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 1.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 1 | 240.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.5 |
| (n) Other | 7 | 3.3 |
| Total | 75 | 268.2 |
| By Discretionary | ||
| Discretionary | 68 | 21.2 |
| Non-Discretionary | 7 | 247.0 |
| Total | 75 | 268.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 268.2 | |
| Total | 75 | 268.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Hamrick Investment Counsel LLC
✚
|
WA | 0.3 |
|
RM Private Wealth Management Inc
✚
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FL | 0.3 |
|
Kiker Wealth Management LLC
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GA | 0.3 |
|
Aventura Private Wealth LLC
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|
Phillip B White Co Inc
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CA | 0.3 |
|
Cathy Pareto and Associates Inc
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|
FL | 0.3 |
|
Pacific Sun Financial Corp
✚
|
CA | 0.3 |
|
PWA Financial
✚
|
PA | 0.3 |
|
Oasis Wealth Planning Advisors LLC
✚
|
0.3 | |
|
Oak Barrel Wealth Advisory LLC
✚
|
VA | 0.3 |