Overview
Assets Under Management: $227 million
Headquarters: HOUSTON, TX
High-Net-Worth Clients: 24
Average Client Assets: $9 million
Frequently Asked Questions
A3 CAPITAL ADVISORS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #338956), A3 CAPITAL ADVISORS is subject to fiduciary duty under federal law.
A3 CAPITAL ADVISORS is headquartered in HOUSTON, TX.
A3 CAPITAL ADVISORS serves 24 high-net-worth clients according to their SEC filing dated February 19, 2026. View client details ↓
According to their SEC Form ADV, A3 CAPITAL ADVISORS offers portfolio management for individuals. View all service details ↓
A3 CAPITAL ADVISORS manages $227 million in client assets according to their SEC filing dated February 19, 2026.
According to their SEC Form ADV, A3 CAPITAL ADVISORS serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 24
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Average High-Net-Worth Client Assets: $9 million
Total Client Accounts: 63
Discretionary Accounts: 63
Regulatory Filings
CRD Number: 338956
Filing ID: 2047746
Last Filing Date: 2026-02-19 09:44:44