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Houston, TX 77046
713-929-2553
About Analog Capital Partners
Analog Capital Partners is a Houston-based, partner-owned, fee-only registered investment adviser combining institutional-style investment management, comprehensive financial planning, in-house tax planning and preparation, and coordinated estate strategy for high-net-worth families.
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
Client assets are held with independent custodians, including Charles Schwab, Goldman Sachs, and Apex, depending on the relationship.
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
401K Rollovers, Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Wealth Management, Risk Management, Tax Advice and Services, Retirement Planning
Services
Investment Types
Bonds, Stocks, Alternative Investments, Exchange Traded Funds (ETFs), Commodities
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
CFP®, CFA®, MBA
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
Total Assets Under Management 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