ARMAS CAPITAL MANAGEMENT, LLC

RIASEC Registered
Total AUM
$7.3M
Discretionary
$7.3M
100% of AUM
Avg account
$365K
Accounts
20
Employees
1
Advisory reps
2

Firm details

Headquarters
HOUSTON, Texas
CRD number
327090
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM
Client types
  • HNWI98.13%
  • Individuals1.87%
Services
Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Armas Capital Management, LLC is a small, equity-focused advisory firm that serves individual and family clients. The firm operates as an active portfolio manager for individuals and small businesses and also performs selection of third‑party advisers, positioning itself as a capital allocator when outside specialist managers are needed. Fee billing is a percentage of assets under management. Investment activity is weighted toward exchange‑traded equities, with the firm favoring liquid, marketable instruments held at a retail custodial platform. The adviser does not report an ESG focus and appears to concentrate on straightforward equity exposure supplemented by outsourced alternatives when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 75%, Public Funds/Mutual Funds 23%, Cash & Cash Equivalents 2%75%
  • Exchange Traded Equities75%
  • Public Funds/Mutual Funds23%
  • Cash & Cash Equivalents2%

Owners & executives

1 of 1
  • Camilo Garcia

    Managing Member And Chief Compliance OfficerCRD 7771358

Contacts

1 of 1
  • Camilo Garcia

    Founder and CCOCRD 6700694

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

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
13501 Katy Fwy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth