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| Keyboard |
| Cap Six Advisors LLC
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|---|---|
| CRD # | 325164 |
| SEC # | 801-131815 |
| CIK # | |
| AUM | 340.8 M (2026-03-30) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| 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) | 7 | 1.2 |
| (b) Individuals (high net worth individuals) | 82 | 44.6 |
| (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 | 278.6 |
| (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 | 3 | 0.7 |
| (n) Other | 13 | 14.4 |
| Total | 128 | 340.8 |
| By Discretionary | ||
| Discretionary | 111 | 44.8 |
| Non-Discretionary | 17 | 296.0 |
| Total | 128 | 340.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 340.7 | |
| Total | 128 | 340.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Ergawealth Advisors Inc
✚
|
IL | 341.5 M |
|
Blue Investment Management LLC
✚
|
FL | 341.4 M |
|
Thomas Wright Asset Management Inc
✚
|
PR | 341.3 M |
|
Eukles Asset Management LLC
✚
|
OH | 341.1 M |
|
Reichard Capital LLC
✚
|
NC | 341.0 M |
|
RM Private Wealth Management Inc
✚
|
FL | 340.9 M |
|
Premia Global Advisors LLC
✚
|
FL | 340.8 M |
|
Phillips Wealth Planners LLC
✚
|
MS | 340.8 M |
|
Gunpowder Capital Management LLC
✚
|
MD | 340.4 M |
|
Post Resch Tallon Group Inc
✚
|
NY | 340.2 M |