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Hourglass Capital, LLC

Hourglass Capital, LLC. CRD 147754

Hourglass Capital, LLC logo

CRD: 147754

Hourglass Capital, LLC

Houston, TX, 77006
7139360440
www.hourglasscapital.com/Membership/Apps/v4Hourglass_WF_App.aspx?ReturnURL=
$768.9M Total AUM
$768.9M Disc. AUM
18.0% 3Y CAGR
6 Employees
102 ADV. Clients
18 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Capital
Established Date
05-01-2008
Office Locations
1

Office Locations

5020 Montrose Blvd Suite 400 Houston TX

About Hourglass Capital, LLC

Hourglass Capital, LLC is a Houston, TX-based advisory firm serving retail and institutional clients. The practice focuses on portfolio construction and planning needs for entrepreneurs, including business succession and insurance-related guidance. Portfolios are primarily ETF-based, with allocations that also include U.S. government/agency bonds and cash. Custody is maintained through providers including Charles Schwab and Morgan Stanley.

Team overview

62 AVG AGE
$384.5M AVG AUM / ADVISOR
$7.5M AVG AUM / CLIENT
14.4 yrs AVG TENURE
6 Employees
2 Advisory Reps
0 RIA Reps
18yrs Firm Age

Insights

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Asset Classes

Bridge vital Unison eagle Insight

Client Personas

Vital ember

Investment Vehicles

Atlas

Services

Beacon North ember

Technology

North vital

Owner & Executives

K

KENNETH ARCHER MOFFET

Principal

CRD
#1508178
Ownership
25% but less than 50%
(529) 409-5620
ridge.value@frontiercapital.com
in linkedin.com/in/north-vector
JOHN HARRIS MOFFET

JOHN HARRIS MOFFET

Principal

CRD
#2259293
Ownership
10% but less than 25%
(731) 489-9776
quantum.oak@foundationcapital.com
in linkedin.com/in/focus-summit
M

Matrix focus

Meridian optima

CRD
#81400
Ownership
4.4%
(913) 263-4229
vector.frontier@pathwaycapital.com
in linkedin.com/in/ridge-harbor

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-22-2022
04-14-2023
06-06-2024
03-25-2025
04-15-2026
Category Assets AVG. Account size
Discretionary $768,905,942 $3,138,392
Non-Discretionary $0 --
Total $768,905,942 $3,138,392

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Separately Managed Accounts

Total SMA Asset: $768,905,942

$768.9M Total SMA
Equity - Exchange:
26.3%
Cash:
16.8%
Public Funds:
9.2%
U.S. Government/Agency:
11.6%
Municipal Bonds:
6.7%
Equity - OTC:
29.4%
Asset class Assets Assets %
Equity - Exchange $1,671,745,059 26.3%
Cash $1,067,882,775 16.8%
Public Funds $584,792,948 9.2%
U.S. Government/Agency $737,347,630 11.6%
Municipal Bonds $425,881,821 6.7%
Equity - OTC $1,868,794,857 29.4%
Total $6,356,445,090 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
GLACIER SIGNAL ELEMENT FRONTIER SIGNAL A945OIX3M LOB 9.55% $21,959,679
SIGNAL ELEMENT SIGNAL PEAK H9GBSEQ4N SKEO 9.36% $59,674,520
TIMBER EMBER VERTEX INSIGHT BEACON FZBGE61AP XINJZ 4.31% $62,275,825
WAVE SUMMIT FOUNDATION MATRIX DELTA OTGSMV2X6 PCYBX 1.32% $87,797,551
FOCUS RIDGE EAGLE PATHWAY L8R7VGV4I XCKI 6.56% $4,409,692
HARBOR PIONEER MERIDIAN WAVE FZEEQ3Y15 FLMM 10.39% $6,574,068
HORIZON VITAL QUANTUM ELEMENT CV4EL654Q ACEIQ 6.18% $38,809,424
MOMENTUM ZENITH ATLAS MOMENTUM AZONHIZ3D SFFNM 3.51% $69,642,002

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