MSA Capital Management, PLLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides discretionary investment management to individuals, small businesses, charitable organizations and other business entities, constructing portfolios from equities, fixed income, exchange-traded funds and cash to address clients’ risk tolerance, income needs, liquidity, tax considerations and time horizons. Management fees are charged on an assets‑under‑management basis and accounts are billed periodically in advance.
Investment decisions follow a Macro Approach that seeks primary trends in the U.S. equity and fixed‑income markets, combining technical, fundamental and economic analysis to select predominantly large, liquid market names, ETFs and corporate or government bonds. Accounts are monitored regularly, with custodial statements reviewed, and clients receive quarterly written reports accompanied by a personal review of performance and outlook.
The firm’s principal brings roughly 45 years of experience in sales, trading, proprietary trading and fixed‑income management, and also serves as a FINRA arbitrator, which the brochure cites as part of its professional background. The adviser does not accept performance‑based fees, does not take custody of client assets, generally leaves proxy voting to clients, and offers institutional bond work with negotiable terms for larger bond accounts.
Client services
Expertise
Occupation focus
Fee options
$50,000 - $100,000: 1.25% $100,001 - $1,000,000: 1.00% $1,000,001+: 0.75%
Account minimum: $50,000
Main office
Fair Oaks Ranch TX
Advisors at this office
1
Most active in
Texas
Also doing business as
Altimore, Martin Samuel · Martin S. Altimore Capital Management · Msa Capital Management, PLLC · Msa Capital Managemrnt
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:
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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.
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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.
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