PISTOL HILL CAPITAL
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
FINTRXOverview
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
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 Equities100%
Owners & executives
1 of 1Tucker Konczak
CEO and FounderCRD 7952341
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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