House Capital Advisors, LLC

RIASEC Registered
Total AUM
$14.6M
Discretionary
$14.6M
100% of AUM
Avg account
$808K
Accounts
18
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
289898
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Other
Client types
  • HNWI94.53%
  • Individuals5.47%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

House Capital Advisors, LLC is a small independent registered investment adviser serving individual and family clients, with a business focus on financial planning and portfolio management for individuals and small businesses. The firm runs fully discretionary portfolios and charges fees based on a percentage of assets under management plus other fee arrangements. Its stated investment mix leans toward public funds and mutual funds as the primary vehicle for client exposure, while maintaining selective allocations to alternative managers—specifically hedge funds—for complementary return streams or diversification. The firm does not flag itself as an active ESG investor, and it operates as a single-state adviser with a concentrated client base rather than a broad national platform. Investment activity appears centered on liquid, manager-driven solutions accessible through custodial platforms, rather than a large inventory of proprietary products or extensive direct private capital commitments.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 36%, Derivatives 33%, Exchange Traded Equities 28%, US Government Bonds 1%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%, Cash & Cash Equivalents 1%36%
  • Public Funds/Mutual Funds36%
  • Derivatives33%
  • Exchange Traded Equities28%
  • US Government Bonds1%
  • State & Local Bonds1%

Contacts

1 of 1
  • Kenneth Rubin

    Kenneth Rubin

    Founding PartnerCRD 3158015

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth