House Capital Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
House Capital Advisors is a state-registered investment adviser that provides discretionary investment management to individuals (including high net worth clients), trusts, estates and a range of institutional and nonprofit clients. The firm’s Brochure reports $12,909,500 in discretionary assets under management as of December 31, 2021 and notes that services are provided under written Investment Management Agreements and generally billed as asset‑based fees.
The firm describes an active, research-driven approach using fundamental, technical and economic analysis to set asset allocation, monitor portfolios and rebalance as conditions change. The Brochure discloses that portfolios may employ derivatives (options and futures), short sales and margin/borrowing in client accounts, and that trade execution and custody are handled through Interactive Brokers.
Noteworthy features for a firm of this scale include a very small client roster (six clients in the provided profile) and a stated $500,000 account minimum that the firm may waive, which can result in individualized and negotiated arrangements. The Brochure also discloses a 2013 client complaint from the principal’s prior employment that was settled and describes receipt of technology and other services from its custodian, a relationship the firm acknowledges and seeks to manage for conflicts of interest.
Client services
Expertise
Fee options
Up to 2.0%, subject to negotiation
Account minimum: $500,000.00 Fee-only: Annual asset-based fee up to 2.0%, negotiated per client
Main office
Naples FL
Advisors at this office
1
Most active in
Florida
Also doing business as
Fbase Financial, LLC · House Capital Advisors, LLC
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
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
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")