A complete list of active advisors currently associated with House Capital Advisors, LLC

Warmer can help you find a great advisor at House Capital Advisors, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at House Capital Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.