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Town Lake Capital Management

Updated today

Client assets under management

$50,535,735

Clients

31

68% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

16

Very Low

Average account size

$1,630,185

About

The firm provides investment portfolio management and retirement consulting for individuals (including high‑net‑worth clients), small businesses, and pension/ERISA plans through separately managed accounts. It also makes insurance and annuity products available to clients and runs occasional educational seminars and workshops.

Investment decisions are based on fundamental, valuation‑driven analysis with tactical allocations across equities, fixed income, mutual funds, ETFs and alternative investments, and clients can be placed in flexible, balanced, conservative, growth, or client‑driven portfolios. The firm’s strategies explicitly include the use of options and other derivatives in separately managed accounts and may include non‑traded REITs and private placements; accounts are managed on either a discretionary or non‑discretionary basis with quarterly performance reporting.

What distinguishes the firm relative to many peers is its role in sponsoring or syndicating private placement offerings (the brochure identifies an affiliated sponsor/issuer) and its related‑person relationships with an insurance affiliate and a broker‑dealer, which the firm discloses as potential conflicts of interest. The firm also utilizes soft‑dollar arrangements for research, relies on third‑party custodians that send statements directly to clients, and does not vote client proxies.

Client services

Portfolio management Pension consulting

Expertise

Options & derivatives strategies Private / alternative investments Concentrated stock management Real estate investing Annuities

Occupation focus

Founder/Business Owner

Fee options

Percentage

$0 - $2,000,000: 1.50% (at Charles Schwab & Co., Inc.), 1.00% (not at Charles Schwab & Co., Inc.) $2,000,000 - $5,000,000: 1.25% (at Charles Schwab & Co., Inc.), 1.00% (not at Charles Schwab & Co., Inc.) $5,000,000 - $10,000,000: 0.75% (at Charles Schwab & Co., Inc.), 1.00% (not at Charles Schwab & Co., Inc.) $10,000,000+: 0.50% (at Charles Schwab & Co., Inc.), 1.00% (not at Charles Schwab & Co., Inc.)

Commissions

Commissions on broker dealer related securities and insurance related transactions, including variable annuities and alternative investments through Landolt Securities, Inc.

Other

Account minimum: $100,000

Main office location

Town Lake Capital Management

3503 Wild Cherry Drive, Building 1

Lakeway TX 78738, United States

Number of offices

1

Most active in

Louisiana · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Clayton R

Series 65

Lakeway, TX

Town Lake Capital Management

Clayton Ripley is a financial advisor at Town Lake Capital Management with 16 years of industry experience. He holds a Series 65 designation and has held management roles at Holt Wind Resources and BGCP Holdings I GP, LLC, among others. Outside of his advisory work, he serves as a manager at Holt Wind Resources and oversees family investment activities through Ripley Family Investments LLC. Town Lake Capital Management provides discretionary investment management to foundations, endowments, family offices, high-net-worth individuals, and individual clients. The firm employs a modern endowment model focused on bottom-up fundamental research and manages portfolios primarily in publicly traded equities, mutual funds, and ETFs.

Options & derivatives strategies Private / alternative investments Concentrated stock management Real estate investing Annuities Founder/Business Owner
user avatar

Nicholas D

CFA®, Series 65

Lakeway, TX

Town Lake Capital Management

Nicholas Duggan is a CFA® charterholder and holds a Series 65 license with three years of industry experience. He has been with Town Lake Capital Management since 2020 and previously worked at Rice University for one year. Town Lake Capital Management provides discretionary investment management primarily to foundations, endowments, family offices, high-net-worth, and individual clients. The firm employs a modern endowment model focused on bottom-up fundamental research, managing portfolios mainly in publicly traded equities, mutual funds, and ETFs, and also offers unbundled 401(k) consulting including fund recommendations and participant education.

Options & derivatives strategies Private / alternative investments Concentrated stock management Real estate investing Annuities Founder/Business Owner
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