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Praestantia Capital, LLC
4411 San Felipe St.
Suite 600
Houston, TX 77027
713-240-0024
A unique approach to wealth management
About Praestantia Capital, LLC
Praestantia Capital, LLC is an independent, fee-only registered investment adviser with offices in San Antonio and Houston, Texas. The firm's name comes from the Latin word for "excellence," and we believe excellence is not just a standard but a way of life.
As an independent firm, we operate free from affiliations with traditional financial institutions, allowing us to act solely in the best interests of our clients. This independence empowers us to serve as true gatekeepers of both your wealth and your family's future. With unmatched flexibility and transparency, we ensure that every decision and solution aligns with your unique needs and aspirations.
Our purpose is to simplify our clients' lives by managing the complexities of their wealth, family governance, and business matters. We serve high-net-worth individuals, families, and businesses with financial interests both in the United States and abroad, with particular expertise in cross-border wealth management and multi-jurisdictional financial planning.
Our services include asset management through personalized portfolios that thoughtfully integrate passive and active investment strategies, access to public and private markets, comprehensive wealth management, tailored consulting and financial planning, tax planning, risk management, and trust and estate solutions.
See Disclosures
General Information
Firm Start Year
2020
No. of Employees
2-4
CRD#
6538383
Firm CRD#
334865
Name of Custodial Firm
Charles Schwab & Co., Inc.; Interactive Brokers LLC
States Licensed in
TX
Years of Experience in Financial Services
10
Number of Years with Current Firm
6
Work Experience
Praestantia Capital, LLC (01/2020 - Present): Founding Partner, Investment Adviser Representative and Managing Principal Merrill Lynch, Pierce, Fenner & Smith Inc. (11/2021 - 04/2026): Private Client Manager HSBC Bank USA (03/2019 - 11/2021): Associate Relationship Manager UBS Financial Services Inc. (09/2018 - 04/2019): Senior Wealth Strategy Associate BBVA Compass (01/2016 - 09/2018): Corporate and Investment Banking Analyst
Work with the following types of clients
Businesses, High-net-worth families, family offices, international clients, Individual Investors
Foreign Languages Serviced
English, Spanish
Advisory Services Provided
Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Risk Management, Money Management, Wealth Management
Services
Investment Types
Mutual Funds, Commodities, Alternative Investments, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Stocks, Bonds, Options & Futures
Can meet clients in the following ways
Our Office, Your Home, Your Office, Email, Phone, Video Conference
Compliance
Registered Investment Advisor
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
Securities Licenses
Series 7, Series 66, SIE
Firm Information
Firm's Number of Clients
22
Firm's Number of Managed Clients
22
Assets Managed by Firm
$534,333,350
Total Assets Under Management by Advisor
$534,333,350
Compensation and Fees
Fee Structure
Fee-Only
Minimum Portfolio Size for New Managed Accounts
$500,000
Compensation Methods
Flat Fee, Based on Assets
Education
Economics - Economics
University of Georgia
01/01/2012 -12/18/2015
Economics - Economics
University of Oxford
01/06/2015 -12/18/2015
Disclosures
RetirementPlanning.net provides referrals to financial professionals. RetirementPlanning.net is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RetirementPlanning.net to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1894326/retirementplanning-Praestantia-Capital,-LLC-detailed-disclosure.html
Disclaimer
Praestantia Capital, LLC is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Praestantia Capital, LLC and its representatives are properly licensed or exempt from licensure. The information provided is for informational purposes only and does not constitute investment advice. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Praestantia Capital, LLC unless a client service agreement is in place.