Lowercase Capital, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$131,662
Total clients
6
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
6
Average account size
$21,944
About
Lowercase Capital provides investment advisory services and investment and financial-literacy training to individuals, high-net-worth individuals, and business clients residing in Texas. The firm manages both discretionary and non-discretionary portfolios focused primarily on domestic securities and also offers training intended to help clients manage self-directed investments.
Investment decisions use a combination of fundamental and technical analysis considered in the context of the macroeconomic environment, and the firm offers two named equity strategies: an equity income strategy benchmarked to the SPDR Portfolio S&P 500 High Dividend ETF (SPYD) and an equity value strategy benchmarked to the SPDR Portfolio S&P 500 Value ETF (SPYV). Portfolios and strategies are reviewed periodically (strategy reviews occur at least quarterly) and clients receive quarterly statements that include profit/loss information and comparisons to market indices.
What is notable for a small independent adviser is that the firm documents and communicates strategy performance against public ETF benchmarks and provides profit/loss and index comparison data to clients, rather than relying solely on narrative reporting. The firm also offers structured training, sources market data from an overseas vendor (Unicorn Data Services in Lyon, France), and is operated by a principal who maintains a full‑time technical role at a medical‑device company and runs a separate small business, factors that help explain its small, concentrated client base.
Client services
Portfolio management
Investment and financial literacy training
Investment and financial literacy training
Expertise
Active portfolio management
Fee options
$0 - $250,000: 1.00% annually $250,001 - $1,000,000: 0.85% annually $1,000,001 - $2,000,000: 0.70% annually $2,000,001 - $5,000,000: 0.55% annually $5,000,001+: 0.40% annually
$100 per hour
Account minimum: $5,000
Main office location
Lowercase Capital, LLC
Hurst TX, United States
Number of offices
1
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")