Masterpiece Capital, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides investment advisory and financial planning services to individuals, high‑net‑worth clients, trusts, estates and business entities, offering discretionary portfolio management, written financial plans, and consulting. It also facilitates access to third‑party money managers and model portfolios through institutional platforms.
Portfolios are tailored to client objectives and monitored regularly, drawing on both fundamental and technical analysis and employing a broad menu of instruments — from ETFs and mutual funds to alternatives such as private funds, REITs, options and margin strategies. The firm uses institutional custodial and platform relationships to implement and rebalance accounts and may recommend third‑party manager programs for certain clients.
Notably, the firm operates as a solo adviser while managing roughly $125 million across a very small client base, indicating materially larger average account relationships than typical peers. It also leverages institutional program access (including platform rebalancing and third‑party model offerings) and discloses an affiliated business consulting entity and other industry relationships that clients should consider when evaluating potential conflicts.
Client services
Expertise
Fee options
Financial Planning & Consulting flat fees range from $500 to $75,000
$0 - $100,000: 0.91% $100,000 - $500,000: 0.90% $500,000 - $1,000,000: 0.88% $1,000,000 - $5,000,000: 0.86% $5,000,000 - $10,000,000: 0.84% $10,000,000+: 0.83%
Main office
901 S Mopac Expressway Building One, Suite 110
Austin TX 78746
Advisors at this office
1
Most active in
Texas
Also doing business as
Lowenberg Group, LLC · Lowenberg Wealth Management Group · Lwmg · Masterpiece Capital, 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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
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.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")