CAP Six Advisors

RIASEC RegisteredEst. 2025

Total AUM

$341M

Discretionary

$44.8M

13% of AUM

Avg account

$2.7M

Accounts

128

Employees

Advisory reps

Firm details

Headquarters: Houston, Texas
CRD number: 325164
Registered since: January 13, 2025
Website: www.cap-six.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: Other Investment Advisers81.76%
HNWI13.07%
Other4.22%
Charitable Organizations0.39%
Individuals0.36%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

CAP Six Advisors LLC is an SEC-registered institutional RIA that provides portfolio management to both individuals/families and business or institutional clients. The firm charges fees as a percentage of assets under management and focuses on discretionary and non-discretionary portfolio oversight for small businesses, individuals, and institutions. CAP Six is organized as a domestic limited liability company, was registered with the SEC in 2025, and is not identified as a pension consultant, multi-state adviser, or active ESG investor. The firm does not present itself primarily as a capital allocator but does make use of third-party alternative managers for certain commodity and energy strategies.