TECTONIC CAPITAL ADVISORS, LLC

Overview

Tectonic Capital Advisors, LLC is a boutique RIA focused on discretionary portfolio management for high-net-worth individuals, families and small businesses. The firm runs concentrated, fee-based relationships and favors allocating client capital to pooled public funds and mutual funds rather than building individualized single-stock portfolios. Its advisory scope includes direct portfolio management for both personal and business/institutional clients and the firm does not position itself as an ESG-focused manager. The firm’s organizational footprint and affiliations indicate it can operate across multiple roles in the investment value chain — serving as a broker-dealer affiliate, acting as an investment adviser, and sponsoring or serving as general partner/manager of pooled investment vehicles when appropriate. That structure suggests flexibility to offer both model/SMAs built from third‑party funds and proprietary pooled vehicles when client mandates require them. Fee arrangements are a mix of percentage-of-AUM and fixed fees, fitting a small roster of large clients where bespoke service and governance accompany asset management.

Assets & Accounts

Public Holdings

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Location & Offices