Capital Management Advisors LP

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Client assets under management

$66,632,645

Clients

65% high-net-worth

Advisors

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Low

Average account size

$1,306,522

About

Capital Management Advisors LP provides fiduciary investment consulting, portfolio management for separately managed accounts, financial planning, and comprehensive wealth management to individuals, families, retirement plans, trusts, charitable organizations, and other entities. The firm also serves pooled investment vehicle clients and acts as sponsor and investment manager of two private equity partnerships focused on energy investments.

The firm pursues an institutional-style, long-term passive approach grounded in Modern Portfolio Theory and global asset-class diversification, using low-cost mutual funds and ETFs guided by a written Investment Policy Statement and periodic rebalancing. It supplements passive allocations with alternative investments (e.g., oil & gas partnerships, real estate, BDCs, managed futures) and, more recently, offers advisory services for physical precious metals and non-security assets on an assets-under-advisement basis.

What distinguishes this firm from many peers is its role as a private fund sponsor and manager — including pooled vehicles that require accredited/qualified investors — where the general partner may receive carried interest and management fees if the funds perform. The firm’s advisory practice also combines traditional SMA wealth management with non-discretionary AUA consulting for real estate, business assets, and insurance solutions facilitated by a firm principal who is licensed to offer life insurance and fixed annuities.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Wealth management Passive / index investing Private / alternative investments Medicare planning

Occupation focus

Founder/Business Owner Retired

Demographic focus

Established Professionals

Fee options

Fixed

Fixed or flat fees may be charged in some cases for wealth management services; specific amounts determined case-by-case

Percentage

$0 - $1,000,000: 1.25% annually $1,000,001 - $2,500,000: 1.00% annually $2,500,001 - $5,000,000: 0.80% annually $5,000,001 - $10,000,000: 0.70% annually $10,000,001+: 0.50% annually

Commissions

Commissions on insurance products paid to independent insurance agency; no commissions on investment management fees

Other

Account minimum: $1,000,000 Minimum fee: Minimum quarterly fee of $3,125.00 or $12,500 annually for wealth management services; Minimum annual fee of $2,500 (waivable) for precious metals advisory Fee-only: Fee-only financial planning and business consulting services with fees specified in written engagement contract

Main office location

Capital Management Advisors LP

16225 Park Ten Place, Suite 500

Houston TX 77084, United States

Number of offices

Most active in

Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 713-914-8176

Advisors at this firm

Benjamin O

Series 66

Houston, TX

Capital Management Advisors LP

Benjamin O'Brien is a financial advisor with Capital Management Advisors LP in Houston, TX, holding a Series 66 designation and 15 years of industry experience. He has been with Capital Management Advisors and its affiliated entities since 2008. Outside of advisory work, he serves as a general partner in private equity energy funds managed by CMA Energy Fund Management LLC. Capital Management Advisors LP provides fiduciary investment consulting and portfolio management to individuals, families, trusts, retirement plans, and select pooled-vehicle investors. The firm employs a values-based, family-centered consultative approach with long-term, passively oriented asset-class portfolios, supplemented by selected alternative investments and tactical allocation decisions.

Wealth management Passive / index investing Private / alternative investments Medicare planning Founder/Business Owner Retired Established Professionals

Richard R

Series 63, Series 65

Houston, TX

Capital Management Advisors LP

Richard Rainey is a financial advisor with Capital Management Advisors LP in Houston, TX, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He is the founder and CEO of Capital Management Advisors GP, LLC and Capital Management Advisors LP, where he has worked since 2005. Outside of investment advisory, he is also an insurance agent specializing in life and long-term care products and operates a business consulting practice focused on reviewing business plans. Capital Management Advisors LP provides fiduciary investment consulting, portfolio design, and continuous asset management to individuals, families, trusts, retirement plans, and select pooled-vehicle investors. The firm employs a values-based, family-centered consultative process with long-term, passively oriented asset-class portfolios, supplemented by selected alternative investments and supported by macroeconomic, fundamental, and technical analysis.

Wealth management Passive / index investing Private / alternative investments Medicare planning Founder/Business Owner Retired Established Professionals

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