Wiseowl Capital, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$41,310,413
Clients
29
52% 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
29
TypicalAverage account size
$1,424,497
About
WiseOwl Capital, LLC provides portfolio management and financial planning to individuals (including high-net-worth clients), trusts, estates, and business entities. As disclosed in the brochure, the firm reported approximately $41.3 million in discretionary assets under management across 29 client accounts as of December 31, 2025.
The firm employs fundamental analysis and a long-term purchase orientation to build customized portfolios, offering both discretionary and non-discretionary management with ongoing monitoring and rebalancing. It also uses covered-call writing and put options primarily as hedging tools and delivers written financial plans that incorporate financial planning software and client-specific objectives.
A distinctive operational feature is that the principal operates a separate research business, Find Me Value Investment Research LLC, which sells PowerPoint analyses to outside investors while the firm states that research for WiseOwl clients is prioritized and provided to them free as part of its investment process. WiseOwl also requires clients to custody assets at Schwab Institutional and discloses receipt of institutional services through that relationship, an arrangement that may influence custody and execution choices.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Active portfolio management
Fee options
Fixed fee ranging from $500 to $5,000 for financial planning services
Under $3,000,000 - $3,000,000: 1.25% $3,000,001 - $10,000,000: 1.00% Over $10,000,001+: 0.85%
$200 per hour for financial planning services
Main office location
Wiseowl Capital, LLC
The Woodlands TX, United States
Number of offices
1
Most active in
Wiseowl Capital, LLC has reported serving >5 clients in these states in the last 12 months.
Texas
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:
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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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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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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