H
House Capital Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$14,550,669
Total clients
10
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
10
Average account size
$1,455,067
About
House Capital Advisors is a state-registered investment adviser that provides discretionary investment management to individuals (including high net worth clients), trusts, estates and a range of institutional and nonprofit clients. The firm’s Brochure reports $12,909,500 in discretionary assets under management as of December 31, 2021 and notes that services are provided under written Investment Management Agreements and generally billed as asset‑based fees.
The firm describes an active, research-driven approach using fundamental, technical and economic analysis to set asset allocation, monitor portfolios and rebalance as conditions change. The Brochure discloses that portfolios may employ derivatives (options and futures), short sales and margin/borrowing in client accounts, and that trade execution and custody are handled through Interactive Brokers.
Noteworthy features for a firm of this scale include a very small client roster (six clients in the provided profile) and a stated $500,000 account minimum that the firm may waive, which can result in individualized and negotiated arrangements. The Brochure also discloses a 2013 client complaint from the principal’s prior employment that was settled and describes receipt of technology and other services from its custodian, a relationship the firm acknowledges and seeks to manage for conflicts of interest.
Client services
Financial planning
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Private / alternative investments
Fee options
Up to 2.0%, subject to negotiation
Account minimum: $500,000.00 Fee-only: Annual asset-based fee up to 2.0%, negotiated per client
Main office location
House Capital Advisors, LLC
Naples FL, United States
Number of offices
1
Most active in
House Capital Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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