YELLOWSTONE AVIATION CAPITAL

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
HOUSTON, Texas
CRD number
334356

Firm profile

FINTRX

Overview

Yellowstone Aviation Capital is organized as a limited liability company and operates with a narrow public footprint. The firm is not identified as a multi-state adviser and is not flagged as an active ESG investor. Public details are sparse: regulatory registration year and a clear business classification are not available, and the firm is listed as unclassified with an individual owner type. What is clear from the record is that the firm runs at least one pooled vehicle, indicating activity on the private investment side rather than a broad retail advisory platform. Given the firm name and the structure of its investments, Yellowstone Aviation Capital appears to concentrate on private-equity-style deployments. While there is limited disclosure about client segmentation, fee schedules, or advisory services, the existence of a dedicated fund suggests a manager that sources, underwrites and holds private assets—most likely through closed-end vehicles rather than wrap-fee, retail advisory accounts.

Assets & Accounts

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

Contacts

2 of 2
  • TONY PILEGGE

    ManagerCRD 8021642

  • THEODORE ONEAL

    Member and Manager CRD 8021650

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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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
1407 Fannin St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth