HOUSSELS CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- LAS VEGAS, Nevada
- CRD number
- 121086
- Website
- www.housselscapital.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities73%
- Cash & Cash Equivalents21%
- US Government Bonds4%
- State & Local Bonds1%
- Investment Grade Corp Bonds1%
Contacts
1 of 1ERIC HOUSSELS
OwnerCRD 2524332
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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