A complete list of active advisors currently associated with Masterpiece Capital, LLC

Warmer can help you find a great advisor at Masterpiece Capital, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Masterpiece Capital, 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
Carlos Lowenberg Jr.	Austin, TX	31

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