Patrick Smith is a financial advisor at Lavaca Capital, LLC with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James and Associates. Lavaca Capital provides investment advisory and sub-advisory services to a selective client base that includes asset managers, registered investment advisers, family offices, high-net-worth individuals, and institutional investors. The firm employs a flexible investment approach across equities, fixed income, and derivatives, with a focus on option strategies for both hedging and return generation.

Ryan Mason is a financial advisor at Lavaca Capital, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Bank of America Merrill Lynch from 2018 to 2021. Mason also has experience in academic roles at Howard Payne University. Lavaca Capital, LLC provides discretionary investment advisory and sub-advisory services to institutional and high-net-worth clients, including asset managers, registered investment advisers, and family offices. The firm employs equity and option strategies aimed at risk-adjusted returns and downside protection, managing approximately $421 million in assets across about 21 client relationships as of December 2024.

Jacob Johnson is a financial advisor at Lavaca Capital, LLC with seven years of industry experience. He holds a Series 65 designation and has worked previously at MUFG Union Bank and Petroboard. Lavaca Capital, LLC provides discretionary investment advisory and sub-advisory services primarily to institutional and high-net-worth clients, including asset managers, registered investment advisers, and family offices. The firm employs equity and option strategies aimed at risk-adjusted returns and downside protection, and it also sponsors private pooled funds with performance-based fee arrangements.

Scott Phillips is a financial advisor at Lavaca Capital, LLC in Houston, TX, holding a Series 65 designation with 11 years of industry experience. He has been with Lavaca Capital since 2013. Lavaca Capital provides discretionary investment advisory and sub-advisory services to institutional and high-net-worth clients, including asset managers, registered investment advisers, and family offices. The firm’s investment approach includes equity and option strategies designed for risk-adjusted returns and downside protection, and it manages both separately managed accounts and private pooled funds with performance-based fee structures.