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 registered with the SEC in 2017. The firm acts as a capital allocator to a client base made up primarily of individuals and families, and it charges either a percentage of assets under management or fixed fees. Its advisory services include financial planning and discretionary portfolio management for individuals, small businesses and institutions, plus the selection of outside advisers and managers. The firm does not identify as an active ESG investor and is not listed as a multistate adviser in the provided material. Its operating profile indicates a reliance on third-party managers and traditional advisory mandates rather than in-house proprietary products.