Old Drake, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Old Drake serves individual clients through consulting and referral arrangements rather than by managing client accounts directly. Its services include macro consulting, DIY portfolio coaching, land acquisition and development guidance, second‑opinion reviews, and custom consulting engagements.
The firm does not place trades or exercise investment discretion; instead it provides top‑down market analysis, asset‑allocation guidance, risk‑control coaching, and periodic reviews to help clients implement and rebalance their own portfolios. Old Drake also offers specific instruction on building income-producing portfolios and on acquiring U.S. farmland and timberland as part of a diversification and retirement‑income strategy.
Notably, Old Drake reports no assets under management and does not use a percentage‑of‑AUM fee model, relying instead on fixed consulting arrangements and referral compensation to unaffiliated advisers. Its formal referral partnership with a land‑marketplace provider and explicit emphasis on land‑based income strategies distinguish it from many solo independent advisers.
Client services
Expertise
Fee options
Referral fees paid by Advisers and BirdDog for client referrals
Hourly consulting at $500 per hour
Fee-only: Consulting services at $5000 per year, $1250 paid quarterly in advance; hourly consulting at $500 per hour
Main office
Missouri City TX
Advisors at this office
1
Most active in
Texas
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.
Forms ADV
Quick links
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