Maxout Savings Advisors LLC
Firm details
- Headquarters
- Houston, Texas
- CRD number
- 137307
- Website
- maxoutsavings.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI68.97%
- Individuals31.03%
- Services
- Portfolio Management for IndividualsPublication of Periodicals
Firm profile
FINTRXOverview
Maxout Savings Advisors LLC is an independent, individual-owned registered investment advisor that focuses on fee-based portfolio management for individual and family clients, and it also produces periodic publications or newsletters. The firm charges a percentage-of-AUM advisory fee and does not identify as an active ESG investor. It operates as a single-state adviser and does not present itself as a capital allocator, pension consultant, or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities50%
- Public Funds/Mutual Funds21%
- Cash & Cash Equivalents17%
- US Government Bonds7%
- Investment Grade Corp Bonds5%
Owners & executives
1 of 1
Theodore Geoca
President and Chief Investment OfficerCRD 1247617
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Houston, TX
Harris
Location
Houston, TX
Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- Harris
- Address
- 4900 Woodway Dr
- Time zone
- CT (UTC-6)
- Office locations
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