Lowercase Capital, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$150,819
Clients
6
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
6
LowAverage account size
$25,137
About
Lowercase Capital, LLC offers investment advisory and portfolio management services to individuals, high‑net‑worth individuals, and businesses in Texas, and provides investment and financial literacy training. The firm also publishes a weekly newsletter with free and paid portions that shares technical‑analysis system output and commentary on system performance.
The adviser employs a hybrid process using fundamental analysis to identify candidate securities and technical analysis to time entries, and it runs defined equity income and equity value strategies benchmarked to SPYD and SPYV. Accounts may be managed on a discretionary or non‑discretionary basis and the brochure notes strategy reviews occur periodically, with the named strategies reviewed at least quarterly.
A distinctive feature for a solo independent adviser is the public newsletter that discloses samples of the technical system output and commentary on system performance, and the firm discloses that managed accounts may contain securities mentioned in the newsletter. The brochure also discloses a prior disciplinary proceeding involving the firm’s principal during military service and documents steps to mitigate conflicts when personal trading overlaps with newsletter strategies.
Client services
Portfolio management
Newsletters or periodicals
Investment and financial literacy training
Investment and financial literacy training
Expertise
Active portfolio management
Fee options
$0 - $250,000: 1.00% $250,001 - $1,000,000: 0.85% $1,000,001 - $2,000,000: 0.70% $2,000,001 - $5,000,000: 0.55% $5,000,001+: 0.40%
$100 per hour
Subscription fees available for paid newsletter portion (exact amount not specified)
Account minimum: $5,000
Main office location
Lowercase Capital, LLC
Hurst TX, United States
Number of offices
1
Most active in
Lowercase Capital, LLC has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
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.
-
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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