Masterpiece Capital, LLC

RIASEC Registered

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 positions itself as a capital allocator serving individual and family clients, offering financial planning and portfolio management for individuals, small businesses and institutions. Its advisory services explicitly include selecting third‑party advisers, and it charges clients via a mix of percentage‑of‑AUM and fixed fees. The firm does not identify as an active ESG investor and is not designated as a multistate adviser.