Valcorra Capital

RIASEC Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Houston, Texas
CRD number
342706
Fee structure
Percentage of AUM
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Valcorra Capital is organized as a limited liability company that offers financial planning and portfolio management services targeted to individuals and small businesses. The firm charges clients on a percentage-of-assets-under-management basis. In FINTRX’s profile the firm is classified as “Unclassified”; it is not identified as an active ESG investor, a pension consultant, a capital allocator, a related adviser, or a multi-state adviser. The dataset does not show an SEC registration year.

Assets & Accounts

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

Contacts

1 of 1
  • Barrett Ward

    Investment AdvisorCRD 7154455

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
4221 Rose St
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth