Overview
Assets Under Management: $927 million
Headquarters: HOUSTON, TX
High-Net-Worth Clients: 20
Average Client Assets: $19.3 million
Frequently Asked Questions
LAVACA CAPITAL, LLC 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 #167238), LAVACA CAPITAL, LLC is subject to fiduciary duty under federal law.
LAVACA CAPITAL, LLC is headquartered in HOUSTON, TX.
LAVACA CAPITAL, LLC serves 20 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, LAVACA CAPITAL, LLC offers portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
LAVACA CAPITAL, LLC manages $927 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, LAVACA CAPITAL, LLC serves high-net-worth individuals, businesses, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 20
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 41.55%
Average Client Assets: $19.3 million
Total Client Accounts: 33
Discretionary Accounts: 33
Regulatory Filings
CRD Number: 167238
Filing ID: 2071795
Last Filing Date: 2026-03-31 17:37:10