Mustang Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Mustang Capital Management provides discretionary investment supervisory services to individuals, high-net-worth clients, trusts, estates and charitable organizations. The firm manages individually tailored accounts and allows clients to impose written restrictions on particular securities or sectors.
The firm pursues long-term capital appreciation through fundamental analysis, seeking underpriced securities using metrics such as price-to-earnings, cash flow and return on equity. Portfolio implementation spans large- and small-cap stocks and includes special situations and turnaround opportunities, with the principal reviewing accounts weekly and reallocating holdings as conditions warrant.
Notably for a small, single-advisor independent practice, Mustang Capital explicitly accepts charitable organizations alongside individual and trust clients and integrates special-situation investing into its core strategy. The firm operates with discretionary trading authority, commonly directs custody to Schwab Advisor Services, and maintains a formal Code of Ethics with personal-trading oversight.
Client services
Expertise
Fee options
Annual rate not to exceed 2%, negotiated individually per client, charged quarterly in advance
Fee-only: Management fee only, no commissions or other compensation
Main office
Boerne TX
Advisors at this office
1
Most active in
Texas
Also doing business as
Mustang Capital Advisors, Lp · Mustang Capital Management, LLC · Mustang Capital Management, 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:
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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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