A complete list of active advisors currently associated with Armas Capital Management, LLC
Warmer can help you find a great advisor at Armas Capital Management, LLC or one who fits your needs even better.
Armas Capital Management is a small independent advisory firm that provides discretionary asset management to individuals and high‑net‑worth clients, delivering investment selection, asset allocation, portfolio monitoring and related account administration. The firm reports roughly $7.3 million in assets under management across 11 client accounts and requires a $100,000 minimum to open an account. The firm’s investment approach is based on fundamental analysis and customized client profiles, with strategies that may include long‑ and short‑term positions, trading, and options activity (including covered and potentially uncovered option writing) executed under delegated discretionary authority. Armas conducts quarterly reviews, pursues rebalancing and tax‑loss harvesting where applicable, and uses a third‑party platform (Buckingham Strategic Partners, or BSP) while retaining the ability to appoint sub‑advisors to manage client strategies. Noteworthy features include the reliance on the BSP platform and sub‑advisory arrangements that can create layered service and fee relationships, and a trade execution model that manages each account separately rather than aggregating orders. The brochure also discloses that the firm’s principal maintains multiple non‑financial business interests (including several LLCs and a general manager role) that occupy most of his time, and the firm does not vote client proxies, details prospective clients may want to consider when evaluating operational resources and potential conflicts.
To learn more about the advisors currently working at Armas Capital Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Houston, TX
| 8
|
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