Las Colinas Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Las Colinas Capital Management provides continuous, comprehensive investment management to individuals, retirement accounts, qualified plans, trusts, and businesses and implements portfolios through custodians such as IBKR Securities. The practice is small in scale — managing roughly $2.05 million for 14 client accounts — and accepts both discretionary and non‑discretionary mandates.
The firm runs value-oriented, bottom‑up portfolios that emphasize individual security selection and, at times, include officer-conducted company visits and management interviews as part of research. Portfolios are established and managed on an individual, discretionary basis under written authorization, although the brochure also states the adviser does not formally tailor its advisory services to each client’s needs.
Noteworthy features relative to peers include the combination of very small scale with a substantial mix of discretionary and non‑discretionary assets and a hands‑on research practice that involves direct engagement with company management. The firm also delegates proxy voting to clients and discloses that its management persons may also be registered representatives of a FINRA broker‑dealer, which bears on implementation and custody arrangements.
Client services
Expertise
Fee options
1.00% annually
Main office
Winnsboro TX
Advisors at this office
1
Most active in
Texas
Also doing business as
First Research Financial · Las Colinas Capital Management, 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:
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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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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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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