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- Custodian
- Brown Brothers · Charles Schwab & Company
- Clients
- Retail
- Platforms
- Wave focus
- Established Date
- 01-27-2016
- Office Locations
- 1
Office Locations
About Cris Capital, Ltd.
CRIS Capital, Ltd. is an independent Katy, TX RIA focused on coordinating a client’s full financial life, with an emphasis on retirement planning and building intentional income plans. The firm provides portfolio reviews and ongoing investment planning, supported by tax, estate, and insurance planning as needed. Investment work centers on active asset allocation using public funds, with exposure areas that can include fixed income, alternatives, real estate, and infrastructure; custody includes Charles Schwab.
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Owner & Executives
JAMES SCOTT DONEWALD
Investment Advisor, President
- CRD
- #5769200
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Micah Austin Mills
--
- CRD
- #8163883
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,479,800 | -- |
| Non-Discretionary | $0 | -- |
| Total | $18,479,800 | -- |
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Separately Managed Accounts
Total SMA Asset: $18,479,800
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $4,946,993,799 | 62.5% |
| Cash | $2,968,196,280 | 37.5% |
| Total | $7,915,190,079 | 100.0% |