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CAP SIX ADVISORS

CAP SIX ADVISORS LLC

CRD 325164 · SEC 801-131815

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1919 DECATUR STREET, HOUSTON, TX, 77007-7636, United States

Phone

281-671-7982

Fax

Registration

— (—)

Source

State registered

Total AUM

$340.8M

Discretionary AUM

$44.8M

Team

5 total employees; 3 advisory reps

Clients

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-30

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (institutions)

Client types

TypeClientsAUM
Individuals7$1.2M
High net worth individuals82$44.6M
Charitable organizations1$1.3M
Other investment advisers1$278.6M
Corporations/business entities3$706K

All web addresses on file

Official SEC filing: View on IAPD