H
CRD: 289898
House Capital Advisors, LLC
Naples, FL
2037335928
$14.6M Total AUM
$14.6M Disc. AUM
-- 3Y CAGR
1 Employees
10 ADV. Clients
8 yrs Firm Age
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- Custodian
- Interactive Brokers · Morgan Stanley · Oppenheimer
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-17-2018
- Office Locations
- 1
Office Locations
-- Naples FL
About House Capital Advisors, LLC
House Capital Advisors, LLC is a Naples-based RIA. The firm has been operating for 8 years. Managing $14.6M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers and Morgan Stanley. Services offered include Insurance.
Team overview
53 AVG AGE
$14.6M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
8.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Alpha harbor Peak meridian Capital vertex
Client Personas
Vector
Investment Themes
Foundation eagle North frontier
Investment Vehicles
North
Services
Peak alpha
Owner & Executives
K
KENNETH A RUBIN
Chief Compliance Officer, DIRECTOR, Founding Partner
- CRD
- #3158015
- Ownership
- 75% or more
(258) 870-4859
crest.legacy@valuecapital.com
in linkedin.com/in/crest-catalyst
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,550,669 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,550,669 | -- |
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Separately Managed Accounts
Total SMA Asset: $14,550,669
Public Funds:
12.5% Derivatives:
14.6% Equity - Exchange:
15.4% Cash:
6.3% Corporate - Investment Grade:
27.2% Municipal Bonds:
17.1% U.S. Government/Agency:
6.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $312,028,221 | 12.5% |
| Derivatives | $364,448,962 | 14.6% |
| Equity - Exchange | $384,418,768 | 15.4% |
| Cash | $157,262,223 | 6.3% |
| Corporate - Investment Grade | $678,973,409 | 27.2% |
| Municipal Bonds | $426,854,606 | 17.1% |
| U.S. Government/Agency | $172,239,580 | 6.9% |
| Total | $2,496,225,769 | 100.0% |