Analog Capital Partners LLC

RIAState Registered
Total AUM
$92.8M
Discretionary
$92.8M
100% of AUM
Avg account
$188K
Accounts
493
Employees
5
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, privately held advisory firm organized as a limited liability company. The firm serves individuals and families, providing fee-based financial planning and discretionary portfolio management tailored to individuals and small businesses. Its fee arrangements combine percentage-of-assets and fixed-fee engagements. Analog lists accounting professionals among its industry affiliations. The firm’s model emphasizes third-party investment solutions rather than operating proprietary funds. Public funds and mutual funds form the bulk of its managed assets, and the firm also directs client capital into externally managed real estate strategies as part of its alternatives exposure. ESG considerations are not a stated focus.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

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%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth