HOUSTOUN CAPITAL MANAGEMENT, INC.

Overview

Houstoun Capital Management, Inc. is a small, fee-based advisory firm focused on portfolio management for individuals and small businesses. The firm manages client relationships on a discretionary basis and shows a clear tilt toward publicly traded equities as the primary building block of client portfolios. Its business model centers on percentage-of-AUM fees and separately managed account structures, giving advisors the flexibility to tailor equity exposures, tax management and concentration limits for individual clients rather than relying solely on pooled products. Filings indicate Houstoun Capital is not an active ESG investor and it is not positioned as a multi-state adviser or pension consultant. The firm also directs a portion of client capital to third-party alternative managers in real estate, suggesting a willingness to supplement public-market equity allocations with private or non‑correlated real asset exposure where appropriate.

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Public Holdings

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Location & Offices