ANALOG CAPITAL AI, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
2
Advisory reps
2

Firm details

Headquarters
HOUSTON, Texas
CRD number
339783
Fee structure
Percentage of AUM, Hourly Charges
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Analog Capital Ai, LLC is registered as a limited liability company that offers financial planning and portfolio management services targeted at individuals and small businesses. The firm's stated advisory activities focus on creating financial plans and managing portfolios rather than operating as a larger capital allocator or institutional consultant. Fee arrangements include a percentage-of-AUM component and hourly charges, which suggests a mix of ongoing advisory relationships and project-based planning engagements. Regulatory and classification details indicate the adviser is not set up as a multi-state adviser, is not identified as an active ESG investor, and does not function as a pension consultant or related adviser. Public records do not list a reported SEC registration year or a disclosed client demographic beyond the stated focus on individuals and small businesses.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Huiwen Ouyang

    Managing Partner & Chief Marketing OfficerCRD 8201706

Contacts

1 of 1
  • Billy Desai

    Founding PartnerCRD 4087988

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

HOUSTON, TX

HARRIS

Location

HOUSTON, TX

Headquartered in HOUSTON, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
HARRIS
Address
12 Greenway Plz
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth