ConCap LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
ConCap serves individual clients, including high‑net‑worth individuals, by providing asset management along with comprehensive financial and estate‑planning services. The firm emphasizes ongoing portfolio construction, client communication, and account monitoring as part of its active asset‑management offering.
The firm’s investment process combines fundamental analysis with Modern Portfolio Theory to establish asset allocations and to select funds and securities, typically implementing long‑term purchases with periodic rebalancing. Portfolios are tailored to clients’ stated goals and risk tolerances and may be managed on either a discretionary or non‑discretionary basis with clients able to impose reasonable investment restrictions.
Distinctive features include a single‑advisor model in which the firm’s principal—who holds CFP and ChFC credentials—also maintains an active registered‑representative relationship with a broker‑dealer (approximately 40 hours per month) and sells insurance products, arrangements the brochure discloses can produce commission income and potential conflicts of interest. The firm requires clients to custody assets at Interactive Brokers, does not vote proxies on clients’ behalf, and manages a relatively small client base and asset pool compared with larger advisory firms.
Client services
Expertise
Fee options
Financial planning fixed fee of $1,800, negotiable based on complexity
$0 - $100,000: 2% $100,001 - $1,000,000: 1% $1,000,001+: 0.80%
Main office
McKinney TX
Advisors at this office
1
Most active in
Illinois · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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