Analog Capital Partners LLC

RIAState Registered
Total AUM
$92.8M
Discretionary
$92.8M
100% of AUM
Avg account
$188K
Accounts
493
Employees
4
Advisory reps
7

Firm details

Headquarters
Houston, Texas
CRD number
309636
Custodians
APEX CLEARING CORPORATION, GOLDMAN SACHS CUSTODY SOLUTIONS
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Individuals53.6%
  • HNWI46.4%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Analog Capital Partners LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients with financial planning and portfolio management for individuals and small businesses. Its fee arrangements include both percentage-of-assets and fixed-fee engagements. The adviser does not identify as an active ESG investor; it lists an industry affiliation with accounting professionals, which suggests a client service model tied to tax and financial planning coordination.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 88%, Exchange Traded Equities 12%88%
  • Public Funds/Mutual Funds88%
  • Exchange Traded Equities12%

Contacts

3 of 7
  • Billy Desai

    Billy Desai

    Founding PartnerCRD 4087988

  • Jonathan White

    Jonathan White

    Tax SpecialistCRD 7335425

  • Daniel Adams

    Daniel Adams

    Founding PartnerCRD 4847123

Unlock 4 more contacts →

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Houston, TX

Harris

Location

Houston, TX

Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
Harris
Address
12 Greenway Plz
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth