CRIS Capital, Ltd.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
CRIS Capital, Ltd. provides ongoing portfolio management primarily to individual clients, including high‑net‑worth individuals, and prepares an Investment Policy Statement for each client to document goals, tax considerations, and risk tolerance. Its advised investment universe generally includes mutual funds, equities, fixed‑income, ETFs, non‑U.S. securities and insurance products (including annuities).
The firm’s investment approach uses fundamental analysis and modern portfolio theory and generally pursues a long‑term trading orientation, with client strategies implemented in accordance with each client’s documented IPS. CRIS Capital manages accounts on a discretionary basis by selecting and supervising a third‑party subadvisor (Advisory Alpha) and conducts ongoing monitoring of that subadvisor’s personnel, performance and adherence to the selected investment style.
Compared with many peers, the firm operates with a single management person and relatively modest assets under management, and it does not execute client trades directly, instead relying on its subadvisor relationships for portfolio implementation. The brochure also discloses that the firm’s principal is a licensed insurance agent who may offer commissionable insurance and annuity products to clients and that the adviser has a fee‑sharing arrangement with its subadvisor, both of which are identified as potential conflicts of interest.
Client services
Expertise
Fee options
$0 - $1,500,000: 1.00% $1,500,001 - And Up: 0.75%
Account minimum: $50,000 (may be waived)
Main office
24285 Katy Fwy, Suite 300
Katy TX 77450
Advisors at this office
2
Most active in
Texas
Also doing business as
Cris Capital, Ltd. · James Scott Financial Ltd · James Scott Financial Ltd .
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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
Advisors at this firm
Micah M
Series 65
Katy, TX
CRIS Capital, Ltd.
Micah Mills is a financial advisor at CRIS Capital, Ltd. in Katy, TX, holding a Series 65 designation with one year of industry experience. Prior to joining CRIS Capital, he worked in various roles including at Chick-fil-A and SGS. CRIS Capital, Ltd. serves individual clients by providing ongoing portfolio management and developing personalized Investment Policy Statements that outline goals, time horizons, and risk tolerances. The firm employs fundamental analysis and modern portfolio theory with a long-term trading focus, delegating daily trade execution to a third-party subadvisor while maintaining discretionary oversight.
James D
Series 65
Katy, TX
CRIS Capital, Ltd.
James Donewald is the sole advisor at CRIS Capital, Ltd. in Katy, Texas, holding a Series 65 designation with 15 years of industry experience. He has been associated with CRIS Capital, Ltd. since 2008 and with CRIS Financial since 2012. Outside of his advisory role, Donewald is a licensed insurance agent and partner at CRIS Financial. CRIS Capital, Ltd. provides portfolio management services to individual clients, creating personalized Investment Policy Statements that address goals, time horizons, and risk tolerance. The firm employs fundamental analysis and modern portfolio theory with a long-term trading approach, delegating trade execution to a third-party subadvisor while maintaining discretionary oversight.
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