CAPITAL MANAGEMENT ADVISORS LP

RIASEC Registered
Total AUM
$80.1M
Discretionary
$60.3M
75% of AUM
Avg account
$463K
Accounts
173
Employees
2
Advisory reps
2

Firm details

Headquarters
HOUSTON, Texas
CRD number
134969
Custodians
NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types
  • HNWI74.43%
  • Pooled Investment Vehicles16.77%
  • Individuals8.8%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPension Consulting

Firm profile

FINTRX

Overview

Capital Management Advisors LP is an independent registered investment adviser operating as a limited partnership. The firm serves both individual and family clients as well as institutional investors, providing financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. Its fee arrangements are flexible and include percentage-of-AUM billing, hourly and fixed fees, and performance‑based fees. Investment activity is equity‑centric: the firm uses exchange‑traded equities and mutual funds as core building blocks for client portfolios while also sponsoring and acting as a managing member or general partner of pooled investment vehicles. It does not position itself as an active ESG investor and it is not presented as a multi‑state adviser or capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Asset composition

Asset composition: Exchange Traded Equities 47%, Public Funds/Mutual Funds 41%, Cash & Cash Equivalents 11%, State & Local Bonds 1%47%
  • Exchange Traded Equities47%
  • Public Funds/Mutual Funds41%
  • Cash & Cash Equivalents11%
  • State & Local Bonds1%

Owners & executives

1 of 1
  • RICHARD RAINEY

    Founder, President and CEOCRD 4570460

Contacts

1 of 1
  • BENJAMIN O'BRIEN

    Wealth ManagementCRD 5571673

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
16225 Park Ten Pl
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth