Cubic Pye Capital Management, Inc.

The firm provides discretionary portfolio management and investment consulting to individuals, retirement plan participants, trusts, estates, corporations, and other business entities, with a client mix that includes high-net-worth and non‑HNW individual clients. It charges asset‑based advisory fees and implements portfolio management and consulting services tailored to each client’s stated objectives.

Investment advice is customized after collecting suitability information and typically delivered on a discretionary basis, with ongoing monitoring and periodic rebalancing; the firm uses methods such as fundamental, technical, and cyclical analysis and may recommend long‑term purchases or margin transactions where appropriate. Clients receive custodial account statements and can request performance reporting and consultations on retirement plan allocations without the adviser executing trades for those plans.

What is distinctive is the firm’s close affiliation with an accounting and tax advisory practice: the adviser is a licensed CPA and a separate, affiliated tax advisory and financial planning firm was formed in late 2025 and began operations in early 2026 to provide tax and planning services for a separate fee. The brochure discloses that the principal may devote substantial time to those tax and planning activities and that client referrals to the affiliate create a potential conflict of interest (clients are not required to use the affiliate), and the firm operates with a very small advisory team while managing roughly $89.4 million in discretionary assets as of December 31, 2026.