H
CRD: 117496
Houstoun Capital Management, Inc.
$84.1M Total AUM
$84.1M Disc. AUM
-- 3Y CAGR
1 Employees
16 ADV. Clients
25 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-2001
- Office Locations
- 1
Office Locations
4340 East-West Highway Suite #920 Bethesda MD
About Houstoun Capital Management, Inc.
Houstoun Capital Management is an employee-owned, fee-only RIA based in Bethesda, MD, founded in 1997. The team builds open-architecture portfolios for private wealth clients, drawing on experience across pension plans and hedge funds. Portfolio management includes ETF- and bond-based allocations, with in-house expertise in inflation-linked securities (CFA-led). Custody commonly via Schwab or Fidelity.
Team overview
-- AVG AGE
$84.1M AVG AUM / ADVISOR
$5.3M AVG AUM / CLIENT
25.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
25yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
R
RICHARD ALEXANDER HOUSTOUN
Chief Compliance Officer, President
- CRD
- #2864556
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $84,087,785 | $702,599 |
| Non-Discretionary | $0 | -- |
| Total | $84,087,785 | $702,599 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Municipal Bonds:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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