Xenith Capital
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$29,140,022
Clients
53
38% 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
53
HighAverage account size
$549,812
About
Xenith Capital provides discretionary asset management and ongoing portfolio management primarily to affluent and high‑net‑worth individuals and families, accepting prospective clients on a selective, case‑by‑case basis. The firm delivers personalized investment programs based on client goals, time horizons and risk tolerances and does not offer non‑discretionary management.
The firm’s investment process uses a mix of fundamental, technical and charting analysis and implements strategies that range from long‑term holdings to active trading, including option writing and the potential use of margin. Clients grant Xenith discretionary trading authority, the firm may use model portfolios available through its custodial platforms, and account reviews are conducted at least annually and more often as market conditions or client situations dictate.
Noteworthy differences from many peers include its stated focus on high‑net‑worth clientele and an operational reliance on custodians Altruist and Interactive Brokers, alongside a willingness to use options and margin as part of client strategies. Xenith does not vote client proxies (clients receive proxy materials directly) and operates as a single‑advisor practice without additional staff.
Client services
Portfolio management
Expertise
Options & derivatives strategies
Fee options
2% annually flat fee for all client accounts
Account minimum: No published minimum account size; prospective clients are considered on a highly selective, case-by-case basis Fee-only: Fee-only compensation; no commissions or performance-based fees
Main office location
Xenith Capital
Austin TX, United States
Number of offices
1
Most active in
Xenith Capital has reported serving >5 clients in these states in the last 12 months.
Texas · Virginia
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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