A complete list of active advisors currently associated with Houstoun Capital Management, Inc.
Warmer can help you find a great advisor at Houstoun Capital Management, Inc. or one who fits your needs even better.
Houstoun Capital Management provides discretionary investment counseling and portfolio management to a small, selective group of private individuals, trusts, estates, family limited partnerships and charitable gift accounts. The firm reports about $84 million in discretionary assets across roughly 16 client relationships and typically requires a $1 million minimum account size, reflecting a focus on larger individual and fiduciary accounts rather than mass‑market retail clients. The firm follows a conservative income-and-growth investment philosophy rooted in bottom-up fundamental analysis, supplemented occasionally by technical checks, and implements diversified allocations among liquidity (cash), income (bonds and bond proxies) and growth (equities and ETFs). Portfolios emphasize capital preservation, ample liquidity to avoid forced sales, low turnover, periodic rebalancing, and coordination with clients’ other advisors; the adviser generally operates with full discretionary trading authority. Distinctive operational features include a very small, high‑touch client roster with quarterly written portfolio appraisals (including aggregated tax basis) and scheduled review meetings, block trade allocations across multiple accounts, and arrangements that permit the adviser to withdraw fees directly (creating SEC-defined custody). The firm reports no disciplinary history, maintains no material industry affiliations, and generally does not vote client proxies, instead preferring to recommend disposition if management no longer appears focused on shareholder value.
To learn more about the advisors currently working at Houstoun Capital Management, Inc., 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.
Name |
Location |
Years of experience |
|---|---|---|
Bethesda, MD
| 25
|
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