PISTOL HILL CAPITAL

RIASEC Registered
Total AUM
$1.2M
Discretionary
$1.2M
100% of AUM
Avg account
$35.1K
Accounts
35
Employees
1
Advisory reps
1

Firm details

Headquarters
OVERTON, Texas
CRD number
332333
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • Business Development Companies50.71%
  • Individuals49.29%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Pistol Hill Capital is a small, privately held advisory firm organized as a limited liability company that provides fee-based portfolio management primarily to individuals, families and small businesses. The firm charges a percentage-of-AUM fee and focuses its client work on discretionary portfolio management rather than institutional consulting or pension advisory. Its filings indicate a clear preference for equities exposure, delivered largely through exchange-traded instruments and mutual funds, and it uses third-party managers to access real estate as an alternative allocation. Pistol Hill Capital does not position itself as an ESG-focused manager and is not registered as a multi-state adviser. Investment activity is concentrated and client-oriented: the firm manages relatively modest asset pools and appears to run separately managed account (SMA) style portfolios alongside pooled mutual fund and ETF holdings. Because the adviser is not listed as a capital allocator, alternative exposure is accessed via external managers rather than direct private deal sourcing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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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 100%100%
  • Exchange Traded Equities100%

Owners & executives

1 of 1
  • Tucker Konczak

    CEO and FounderCRD 7952341

Wealth teams

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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

OVERTON, TX

RUSK

Location

OVERTON, TX

Headquartered in OVERTON, TX, in the South of the United States.

Region
South
County
RUSK
Address
13285 US Highway 259 N
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth