Armas Capital Management, LLC

RIASEC Registered
Total AUM
$9.5M
Discretionary
$9.5M
100% of AUM
Avg account
$501K
Accounts
19
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
  • HNWI96.47%
  • Individuals3.53%
Services
Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Armas Capital Management, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on serving individual and family clients, charging fees as a percentage of assets under management. Its advisory work centers on portfolio management for individuals and small businesses and on selecting external managers or advisers for clients when appropriate. The firm identifies itself as a capital allocator, does not present as an active ESG investor, and is not positioned as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

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: 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

    Camilo Garcia

    Founder and CCOCRD 6700694

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth