$101.5M Total AUM
$101.1M Disc. AUM
-- 3Y CAGR
2 Employees
180 ADV. Clients
20 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Pioneer elementQuantum alpha
- Established Date
- 11-25-2005
- Office Locations
- 1
Office Locations
4900 Woodway Dr. Suite 1031 Houston TX
About Maxout Savings Advisors LLC
MaxOut Savings Advisors is a Houston-based RIA managing retirement assets for individuals, including 401(k) rollovers, IRAs, trusts, and taxable accounts. The firm invests directly in stocks and bonds using a conservative, value-driven approach with an emphasis on risk management. President/CIO Ted Geoca founded the firm in 2006 and brings 25+ years’ experience, including a decade at Oppenheimer & Co.; the firm operates on a no-commission advisory model.
Team overview
66 AVG AGE
$101.5M AVG AUM / ADVISOR
$563.8K AVG AUM / CLIENT
11.5 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age
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Asset Classes
Signal ridge Capital north
Client Personas
Ridge atlas
Investment Themes
Summit Glacier vertex
Investment Vehicles
Glacier
Platform
Signal
Services
Eagle Eagle Fusion optima
Technology
Signal Timber
Owner & Executives
THEODORE KARL GEOCA
Chief Compliance Officer, President
- CRD
- #1247617
- Ownership
- 75% or more
(597) 754-4220
peak.unison@vertexcapital.com
in linkedin.com/in/catalyst-delta
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $101,133,654 | $146,711 |
| Non-Discretionary | $345,373 | $2,000,000 |
| Total | $101,479,027 | $151,976 |
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Separately Managed Accounts
Total SMA Asset: $101,479,027
Equity - Exchange:
16.4% Public Funds:
23.7% Cash:
27.1% U.S. Government/Agency:
27.3% Corporate - Investment Grade:
5.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,410,518,203 | 16.4% |
| Public Funds | $2,038,370,817 | 23.7% |
| Cash | $2,330,795,323 | 27.1% |
| U.S. Government/Agency | $2,347,996,764 | 27.3% |
| Corporate - Investment Grade | $473,039,641 | 5.5% |
| Total | $8,600,720,748 | 100.0% |