Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > texas > houston > LAVACA CAPITAL, LLC
LAVACA CAPITAL, LLC
2700 Post Oak Blvd.
Suite 1250
Houston, Texas 77056
Tel: 713-904-4027
About LAVACA CAPITAL, LLC
LAVACA CAPITAL, LLC, formally registered with the SEC as LAVACA CAPITAL, LLC. The firm was established in 04/30/2018. They have over 1 offices throughout the country.
LAVACA CAPITAL, LLC is a Houston, Texas based Financial Planning firm with nearly $341,356,397 assets under management, offering retirement planning & investment advisory services to 23 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 167238 |
| SEC# | 801-113042 |
| Assets Managed by Firm | $341,356,397 |
| No. of Clients | 23 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 23 | $341,356,397 |
| High net worth individuals | 10 | $11,929,185 |
| Charitable organizations | Fewer than 5 clients | $6,625,598 |
| Other investment advisers | 6 | $200,845,756 |
More Retirement Planning firms in Houston, Texas:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|
Explore More Retirement Advisors in Houston, Texas