CAP SIX ADVISORS

Overview

CAP Six Advisors is a fee-based advisory firm that manages portfolios for individuals, families, small businesses and institutional clients. The firm runs both discretionary and non-discretionary mandates but shows a clear preference for equity exposure, using exchange-traded instruments as its primary vehicle. CAP Six Advisors charges a percentage-of-AUM fee and does not position itself as an ESG- or pension-focused advisor. Ownership is domestic and organized as a limited liability company; the firm is SEC-registered as of 2025. Investment activity centers on publicly traded equities supplemented by targeted allocations to third‑party alternative managers in commodities and oil & gas. Advisory services emphasize portfolio management for individual/small business clients as well as business and institutional accounts, and the firm appears to combine separately managed accounts and exchange-traded solutions to implement its equity-first strategy.

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Public Holdings

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Location & Offices