Capital Management Advisors LP
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$80,057,645
Total clients
51
65% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
26
Average account size
$1,569,758
About
Capital Management Advisors LP provides fiduciary investment consulting, portfolio management for separately managed accounts, financial planning, and comprehensive wealth management to individuals, families, retirement plans, trusts, charitable organizations, and other entities. The firm also serves pooled investment vehicle clients and acts as sponsor and investment manager of two private equity partnerships focused on energy investments.
The firm pursues an institutional-style, long-term passive approach grounded in Modern Portfolio Theory and global asset-class diversification, using low-cost mutual funds and ETFs guided by a written Investment Policy Statement and periodic rebalancing. It supplements passive allocations with alternative investments (e.g., oil & gas partnerships, real estate, BDCs, managed futures) and, more recently, offers advisory services for physical precious metals and non-security assets on an assets-under-advisement basis.
What distinguishes this firm from many peers is its role as a private fund sponsor and manager — including pooled vehicles that require accredited/qualified investors — where the general partner may receive carried interest and management fees if the funds perform. The firm’s advisory practice also combines traditional SMA wealth management with non-discretionary AUA consulting for real estate, business assets, and insurance solutions facilitated by a firm principal who is licensed to offer life insurance and fixed annuities.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Fixed or flat fees may be charged in some cases for wealth management services; specific amounts determined case-by-case
$0 - $1,000,000: 1.25% annually $1,000,001 - $2,500,000: 1.00% annually $2,500,001 - $5,000,000: 0.80% annually $5,000,001 - $10,000,000: 0.70% annually $10,000,001+: 0.50% annually
Commissions on insurance products paid to independent insurance agency; no commissions on investment management fees
Account minimum: $1,000,000 Minimum fee: Minimum quarterly fee of $3,125.00 or $12,500 annually for wealth management services; Minimum annual fee of $2,500 (waivable) for precious metals advisory Fee-only: Fee-only financial planning and business consulting services with fees specified in written engagement contract
Main office location
Capital Management Advisors LP
16225 Park Ten Place, Suite 500
Houston TX 77084, United States
Number of offices
1
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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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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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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