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Houston, TX 77046
281-217-0800
About Analog Capital Partners
Analog Capital Partners is a fee-only fiduciary financial planning and wealth management firm headquartered in Houston, Texas. With over 20 years of institutional advisory experience, the firm offers a range of services, including:
- Financial Planning: Lifelong process of aligning your behavior with your most important goals regardless of market conditions.
- Wealth Management: Diversified strategies encompassing public, private assets, and alternatives..
- Tax Services: Comprehensive U.S. and global tax planning, compliance, and strategic advice for individuals and entities..
- Estate Planning: Development of living trusts and advanced taxable estate strategies..
- Family Office Services: On-demand access to tax, estate, investment, and risk specialists, either individually or as an integrated solution.
The firm emphasizes its unconflicted, partner-owned fiduciary model, ensuring no conflicts of interest, no products to sell, and no commissionable services. Client assets are managed and held at Goldman Sachs.
Analog Capital Partners was founded in May 2020 by Billy Anil Desai and Daniel Earl Adams.
See Disclosures
General Information
Firm Start Year
2020
No. of Employees
5-9
automated call
Yes
CRD#
4087988
Firm CRD#
309636
Name of Custodial Firm
Charles Schwab, Goldman Sachs and Apex
Years of Experience in Financial Services
26
Number of Years with Current Firm
5
Work Experience
Founder and CEO
Analog Capital Partners
August 2020 - Currently working here
Client Portfolio Manager
Collaboration Capital
August 2019 - August 2020
Portfolio Specialist
Invesco
January 2017 - May 2019
Equity European Sales
Societe Generale
September 2014 - September 2016
Associate
Credit Suisse
October 2008 - February 2013
Associate
Merrill Lynch
August 2006 - August 2008
Work with the following types of clients
Individual Investors
Advisory Services Provided
Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Tax Advice and Services
Services
Investment Types
Stocks, Bonds, Commodities, Alternative Investments, Exchange Traded Funds (ETFs)
Can meet clients in the following ways
Phone, Video Conference
Compliance
Registered Investment Advisor
Yes
Registered Representative
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
MBA, CFA®
Securities Licenses
Series 65
Firm Information
Firm's Number of Clients
120
Firm's Number of Planning Clients
120
Firm's Number of Managed Clients
120
Assets Managed by Firm
$80,000,000
Advisor's Number of Clients
80
Advisor's Number of Managed Clients
80
Advisor's Number of Planning Clients
80
Assets Managed by Advisor
$80,000,000
Compensation and Fees
Fee Structure
Fee-Only
Compensation Methods
Based on Assets
Fee % Based on Assets
0.60%-1%
Education
Bachelor of Science - Psychology
McGill University
09/01/1996 -10/01/1999
Master of Business Administration - Finance
IESE Business School
08/01/2004 -04/01/2006
Disclosures
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Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1892144/retirementplanning-Analog-Capital-Partners-detailed-disclosure.html