Houssels Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Houssels Capital Management, LLC is an independent, single-advisor registered investment adviser that provides discretionary portfolio management to individual clients, including high-net-worth individuals. The firm manages roughly $51 million across a small number of client accounts and delivers customized investment strategies to meet client objectives.
The firm’s investment approach emphasizes fundamental analysis and predominantly equity-oriented portfolios, while permitting the use of other instruments when suitable; the adviser may employ options, short-term trading, and other derivatives in separately managed accounts. Portfolios are monitored regularly with periodic rebalancing and implemented under discretionary trading authority to align with each client’s risk tolerance and goals.
Noteworthy characteristics include the firm’s involvement with affiliated private investment vehicles and sponsorship/syndication activities and ownership interests in real-estate investment entities and a community bank board role, none of which are marketed to clients. The firm also discloses that it may charge performance-based fees for qualified clients and has a prior regulatory consent order related to ADV filing deficiencies, matters it addresses through internal policies.
Client services
Expertise
Fee options
$0 - $500,000: 1.5%, subject to overall maximum of 0.80% $500,001 - $1,000,000: 1.0%, subject to overall maximum of 0.80% $1,000,001+: Negotiable, subject to overall maximum of 0.80%
20% of profits above a threshold level (5% annual hurdle), calculated annually; applicable only to qualified clients with at least $1,100,000 managed or $2,200,000 net worth
Account minimum: No minimum stated; however, firm may terminate accounts deemed too small to manage effectively
Main office
2820 W. Charleston Blvd., Ste. 20
Las Vegas NV 89102
Advisors at this office
1
Most active in
Nevada
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:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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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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