M
Mustang Capital Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$57,484,845
Clients
22
68% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
22
TypicalAverage account size
$2,612,948
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
Portfolio management
Expertise
Active portfolio management
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 location
Mustang Capital Management, LLC
Boerne TX, United States
Number of offices
1
Most active in
Mustang Capital Management, LLC has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
Forms ADV
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