A complete list of active advisors currently associated with Las Colinas Capital Management, LLC
Warmer can help you find a great advisor at Las Colinas Capital Management, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Las Colinas 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.
Name |
Location |
Years of experience |
|---|---|---|
Winnsboro, TX
| 44
|
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