CRIS Capital, Ltd.

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Client assets under management

$18,479,800

Clients

0% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$267,823

About

CRIS Capital, Ltd. provides portfolio management and investment-advisory services to individual clients, including both high‑net‑worth and non‑HNW investors. The firm creates an Investment Policy Statement for each client and delivers ongoing monitoring and periodic reporting as part of its advisory services.

Investment decisions are guided by fundamental analysis and modern portfolio theory with a long‑term trading focus, and recommendations are tailored to each client’s goals, time horizon, and documented risk tolerance. The firm describes itself as a fiduciary and retains discretionary authority to select, monitor, and reallocate among third‑party subadvisors to implement client strategies.

A principal of the firm is also a licensed insurance agent and CRIS Capital offers insurance products, including annuities, on a commissionable basis—a relationship the brochure discloses as a potential conflict of interest. The firm generally delegates trade execution to a third‑party subadvisor and emphasizes oversight of that manager rather than executing trades in‑house, a structure that differs from many peers of similar size.

Client services

Portfolio management Selection of other advisers

Expertise

Annuities

Fee options

Percentage

$0 - $1,500,000: 1.00% annually $1,500,001+: 0.75% annually

Other

Account minimum: $50,000

Main office location

CRIS Capital, Ltd.

810 S Mason Rd, Suite 140

Katy TX 77450, United States

Number of offices

Most active in

Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 281-665-3081

Advisors at this firm

Micah M

Series 65

Katy, TX

CRIS Capital, Ltd.

Micah Mills is a financial advisor at CRIS Capital, Ltd. in Katy, TX, holding a Series 65 designation with one year of industry experience. Prior to joining CRIS Capital, he worked in various roles including at Chick-fil-A and SGS. CRIS Capital, Ltd. serves individual clients by providing ongoing portfolio management and developing personalized Investment Policy Statements that outline goals, time horizons, and risk tolerances. The firm employs fundamental analysis and modern portfolio theory with a long-term trading focus, delegating daily trade execution to a third-party subadvisor while maintaining discretionary oversight.

Annuities

James D

Series 65

Katy, TX

CRIS Capital, Ltd.

James Donewald is the sole advisor at CRIS Capital, Ltd. in Katy, Texas, holding a Series 65 designation with 15 years of industry experience. He has been associated with CRIS Capital, Ltd. since 2008 and with CRIS Financial since 2012. Outside of his advisory role, Donewald is a licensed insurance agent and partner at CRIS Financial. CRIS Capital, Ltd. provides portfolio management services to individual clients, creating personalized Investment Policy Statements that address goals, time horizons, and risk tolerance. The firm employs fundamental analysis and modern portfolio theory with a long-term trading approach, delegating trade execution to a third-party subadvisor while maintaining discretionary oversight.

Annuities

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