TIERCEL CAPITAL TEXAS LLC

RIASEC Registered
Total AUM
$14M
Discretionary
$11.9M
85% of AUM
Avg account
$467K
Accounts
30
Employees
2
Advisory reps
2

Firm details

Headquarters
HOUSTON, Texas
CRD number
171921
Custodians
CHARLES SCHWAB & CO., INC., J.P. MORGAN SECURITIES INC., INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI96.43%
  • Individuals3.57%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Tiercel Capital Texas LLC is a small, privately owned investment adviser that focuses on portfolio management for individuals and small businesses. The firm operates as a limited liability company and lists CPO/CTA activity among its business lines, which signals experience or capability in commodity and managed-futures style strategies alongside more traditional wealth management services. Its client base is individual and family clients, and its fee arrangements combine a percentage-of-AUM component with performance-based fees, indicating active management and alignment of compensation with outcomes. Investment activity centers on liquid, exchange-traded securities as the core sleeve, while the firm also allocates to third-party alternative managers in commodities, private credit and oil & gas. Tiercel Capital Texas LLC is not positioned as an ESG specialist, and it does not describe itself as a multi-state adviser or large capital allocator. The firm’s structure and client profile point to a concentrated book of high-average-size household relationships where customized portfolio decisions and alternative exposure can be implemented on a per-client basis.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Owners & executives

1 of 1
  • RORY MACKAY

    CEOCRD 6378546

Contacts

1 of 1
  • Bradley Grasl

    Portfolio ManagerCRD 7043810

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

HOUSTON, TX

HARRIS

Location

HOUSTON, TX

Headquartered in HOUSTON, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
HARRIS
Address
1601 Ronson Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth