$22.6M Total AUM
$18.0M Disc. AUM
-- 3Y CAGR
1 Employees
58 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Merrill Lynch · Principal
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-15-2014
- Office Locations
- 1
Office Locations
1320 Arrow Point Dr. Suite 501, OFC Tw23 Cedar Park TX
About SAN Gabriel Capital
San Gabriel Capital is a Cedar Park, TX independent RIA providing financial planning and portfolio management for retail investors, including business owners, entrepreneurs, and retirees. Portfolios emphasize ETF implementation and diversified asset allocation with meaningful fixed-income exposure (U.S. government and investment-grade corporate bonds). Custody relationships include Schwab and Fidelity.
Team overview
55 AVG AGE
$22.6M AVG AUM / ADVISOR
$388.9K AVG AUM / CLIENT
11.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
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Client Personas
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Custodian
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Fund Managers
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
D
DAVID R SLOCOMBE
Principal
- CRD
- #2521735
- Ownership
- 75% or more
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,045,285 | -- |
| Non-Discretionary | $4,511,321 | -- |
| Total | $22,556,606 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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