A complete list of active advisors currently associated with Houssels Capital Management, LLC

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

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.

To learn more about the advisors currently working at Houssels Capital Management, 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.