LAS Colinas Capital Management, LLC

RIASEC Registered
Total AUM
$2M
Discretionary
$1.2M
58% of AUM
Avg account
$146K
Accounts
14
Employees
1
Advisory reps
2

Firm details

Headquarters
,
CRD number
145597
Custodians
IBKR SECURITIES SERVICES LLC
Fee structure
Percentage of AUM, Fixed Fees, Other
Client types
  • Individuals54.16%
  • HNWI45.84%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

LAS Colinas Capital Management, LLC is a small, equity-focused advisory firm serving individual and family clients with portfolio management for individuals and small businesses. The firm reports a clear preference for exchange-traded equities as the primary vehicle for client portfolios and appears to manage portfolios on a separately managed account basis. Fee arrangements include percentage-of-assets, fixed fees and other structures, indicating flexibility in pricing for different client relationships. The firm is not an active ESG investor and is not set up as a multi-state adviser. Given the firm’s scale and client base, investment activity is concentrated and likely customized at the account level. With the majority of assets held in exchange-traded equities, the manager allocation emphasis favors liquid, tradable equity exposures — typically via individual stocks and ETFs — rather than broad allocations to external alternative managers.

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 60%, Other 20%, Cash & Cash Equivalents 18%, Public Funds/Mutual Funds 2%60%
  • Exchange Traded Equities60%
  • Other20%
  • Cash & Cash Equivalents18%
  • Public Funds/Mutual Funds2%

Contacts

2 of 2
  • Wendy Kecseg

    Office ManagerCRD 3009943

  • Robert Kecseg

    Robert Kecseg

    Managing PartnerCRD 1029546

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth