HOUSSELS CAPITAL MANAGEMENT, LLC

RIASEC Registered
Total AUM
$51.3M
Discretionary
$51.3M
100% of AUM
Avg account
$1.8M
Accounts
29
Employees
1
Advisory reps
1

Firm details

Headquarters
LAS VEGAS, Nevada
CRD number
121086
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI99.28%
  • Individuals0.72%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Houssels Capital Management, LLC is a small, client-focused RIA that concentrates on discretionary portfolio management for individuals and families. The firm charges both a percentage-of-AUM fee and performance-based fees, which suggests it runs strategies with incentive alignment beyond simple asset-based billing. Investment activity is led toward liquid, exchange-traded instruments as the primary implementation vehicle, supplemented by private/pooled structures and corporate debt exposure. The firm also serves as sponsor, general partner and managing member of pooled investment vehicles, indicating it originates or manages private funds in addition to advising separate accounts. Houssels Capital appears to favor concentrated, actively managed sleeves implemented through separately managed accounts (SMAs) and exchange-traded vehicles to maintain liquidity and control. The combination of performance fees and sponsorship of pooled vehicles implies the firm can offer both fee-for-service SMA solutions and fee arrangements tied to outperformance in private or pooled strategies.

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: Exchange Traded Equities 73%, Cash & Cash Equivalents 21%, US Government Bonds 4%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%73%
  • Exchange Traded Equities73%
  • Cash & Cash Equivalents21%
  • US Government Bonds4%
  • State & Local Bonds1%
  • Investment Grade Corp Bonds1%

Contacts

1 of 1
  • ERIC HOUSSELS

    OwnerCRD 2524332

Wealth teams

FINTRX

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

LAS VEGAS, NV

CLARK

Location

LAS VEGAS, NV

Headquartered in LAS VEGAS, NV, anchoring the Las Vegas-Henderson, NV metro in the West.

Metro area
Las Vegas-Henderson, NV
Region
West
County
CLARK
Address
2820 W Charleston Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth