Masterpiece Capital, LLC

RIASEC RegisteredEst. 2017

Total AUM

$125M

Discretionary

$125M

100% of AUM

Avg account

$1.5M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Austin, Texas
CRD number: 290075
Registered since: November 30, 2017
Website: lwmg.com
Custodians: SEI INVESTMENTS DISTRIBUTION CO.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI82.85%
Corporations / Businesses15.8%
Individuals1.23%
Charitable Organizations0.12%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Masterpiece Capital, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2017. The firm focuses on serving individual and family clients, offering financial planning and discretionary portfolio management for individuals, small businesses, and other institutions. Masterpiece operates as a capital allocator and routinely engages third-party managers: its advisory activities include selection of other advisers in addition to direct portfolio management. Fees are charged as a percentage of assets under management and via fixed-fee arrangements. The firm does not self-identify as an active ESG investor.