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.

Masterpiece Capital, LLC provides investment advisory and financial planning services to individuals (including high‑net‑worth clients), trusts, estates, and business entities. The firm offers discretionary asset management, standalone financial planning and consulting, and referrals to third‑party money managers. Portfolios are tailored to client goals and may include individual stocks, bonds, ETFs, options and a broad set of alternative strategies; the firm describes use of both fundamental and technical analysis and regular monitoring and rebalancing, including through SEI’s Managed Account Solutions. It employs multiple asset‑allocation approaches (strategic, dynamic, tactical, core‑satellite) and uses custodial platforms (SEI and Charles Schwab) to execute trades and deliver reporting. Distinctive for a solo‑practitioner practice, the firm manages a relatively large amount of assets for a small client base and leverages institutional platform access to strategies that are less common at this scale — examples cited include FX trading funds, life‑insurance funds, private equity and interval/private funds. The brochure also discloses an affiliated business consulting entity and that some representatives are licensed insurance agents, and it describes measures intended to mitigate conflicts when recommending affiliated services or third‑party managers.

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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