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- Custodian
- Fidelity/NFS · JP Morgan · Merrill Lynch
- Clients
- Retail
- Platforms
- Glacier
- Established Date
- 05-01-2023
- Office Locations
- 1
Office Locations
About Armas Capital Management, LLC
ARMAS Capital Management is an independent wealth advisory and asset/risk management firm based in Houston, TX. The practice centers on asset allocation and risk management for retail investors, with an emphasis on entrepreneurs. Portfolios are implemented primarily with ETFs (alongside mutual funds), aligning well with ETF and model solutions.
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Custodian
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Owner & Executives
Camilo H. Garcia
Chief Compliance Officer, Financial Advisor, Managing Member, Private Wealth Advisor
- CRD
- #6700694
- Ownership
- 50% but less than 75%
Camilo Garcia
--
- CRD
- --
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,301,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,301,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $7,301,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $291,840,356 | 46.8% |
| Public Funds | $168,369,436 | 27.0% |
| Cash | $163,380,713 | 26.2% |
| Total | $623,590,505 | 100.0% |