H
Houssels Capital Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$51,295,275
Clients
14
86% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
14
LowAverage account size
$3,663,948
About
Houssels Capital Management, LLC is an independent, single-advisor registered investment adviser that provides discretionary portfolio management to individual clients, including high-net-worth individuals. The firm manages roughly $51 million across a small number of client accounts and delivers customized investment strategies to meet client objectives.
The firm’s investment approach emphasizes fundamental analysis and predominantly equity-oriented portfolios, while permitting the use of other instruments when suitable; the adviser may employ options, short-term trading, and other derivatives in separately managed accounts. Portfolios are monitored regularly with periodic rebalancing and implemented under discretionary trading authority to align with each client’s risk tolerance and goals.
Noteworthy characteristics include the firm’s involvement with affiliated private investment vehicles and sponsorship/syndication activities and ownership interests in real-estate investment entities and a community bank board role, none of which are marketed to clients. The firm also discloses that it may charge performance-based fees for qualified clients and has a prior regulatory consent order related to ADV filing deficiencies, matters it addresses through internal policies.
Client services
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Fee options
$0 - $500,000: 1.5%, subject to overall maximum of 0.80% $500,001 - $1,000,000: 1.0%, subject to overall maximum of 0.80% $1,000,001+: Negotiable, subject to overall maximum of 0.80%
20% of profits above a threshold level (5% annual hurdle), calculated annually; applicable only to qualified clients with at least $1,100,000 managed or $2,200,000 net worth
Account minimum: No minimum stated; however, firm may terminate accounts deemed too small to manage effectively
Main office location
Houssels Capital Management, LLC
2820 W. Charleston Blvd., Ste. 20
Las Vegas NV 89102, United States
Number of offices
1
Most active in
Houssels Capital Management, LLC has reported serving >5 clients in these states in the last 12 months.
Nevada
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 active or affiliated with:
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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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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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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