CRIS CAPITAL, LTD.
Firm details
- Headquarters
- KATY, Texas
- CRD number
- 281642
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals74.97%
- HNWI25.03%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Cris Capital, Ltd. is a small, corporation-structured advisory firm that serves individual and family clients. The firm operates as a capital allocator and provides portfolio management for individuals and small businesses, plus the selection of other advisers when appropriate. Its revenue model is a percentage-of-AUM fee. Cris Capital identifies an affiliation with an insurance company and is not flagged as an active ESG investor. The adviser is single-state in scope and is not newly formed.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds99%
- Cash & Cash Equivalents1%
Contacts
2 of 2JAMES DONEWALD
Wealth AdvisorCRD 5769200
Micah Mills
AdvisorCRD 8163883
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
KATY, TX
FORT BEND
Location
KATY, TX
Headquartered in KATY, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- FORT BEND
- Address
- 24285 Katy Fwy
- Time zone
- CT (UTC-6)
- Office locations
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