Hormaza Capital Advisory, LLC
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About
Hormaza Capital Advisory, LLC is a state‑registered, fee‑only investment adviser formed in February 2026 that offers personalized wealth management to individuals, families, high‑net‑worth individuals, trusts, and estates. The firm provides discretionary portfolio management alongside comprehensive financial planning services covering areas such as net worth, cash flow, retirement, tax strategies, estate planning, and business planning.
The firm’s investment approach is evidence‑based and factor‑oriented, influenced by the Fama‑French five‑factor model, using low‑cost ETFs for core exposures and a modest core‑satellite allocation that can include fundamentally selected individual securities. The principal is a CFA charterholder and the firm emphasizes a long‑term buy‑and‑hold horizon with periodic rebalancing, selective tax‑loss harvesting, and ongoing monitoring of client portfolios.
Noteworthy distinctions include that financial planning is integrated into the advisory relationship at no additional charge and the firm focuses on direct portfolio management for individual clients rather than advising private funds—features that are uncommon for firms in this regulatory category. The firm is newly formed with no client assets to date, operates on a single‑custodian model with Charles Schwab, and does not accept proxy‑voting authority, which may influence operational considerations for prospective clients.
Client services
Expertise
Fee options
$0 - $300,000: 1.20% $300,001 - $600,000: 1.10% $600,001 - $1,500,000: 1.0% $1,500,001 - $3,000,000: 0.8% $3,000,001 - $5,000,000: 0.7% $5,000,001+: 0.6%
Fee-only: Fee-only advisory firm; no commissions or third-party compensation.
Main office
Doral FL
Advisors at this office
1
Most active in
Florida
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
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