Houston, TX Office

Saint Francis Capital provides discretionary investment management to individual and high‑net‑worth clients, managing roughly $36.4 million across about 78 accounts and maintaining a $50,000 minimum. The firm offers continuous, tailored portfolio supervision and does not participate in wrap‑fee programs.

Its investment approach is rooted in fundamental analysis supplemented by technical, chart‑based, and cyclical macroeconomic considerations; advisors conduct primary research and establish client‑specific investment policies and asset‑allocation targets. Accounts are typically managed on a discretionary basis with quarterly reviews and fee deductions processed through a recommended custodian.

Noteworthy features include an owner‑managed structure with a small, three‑advisor team and a principal who previously served as an airline captain, indicating an atypical professional background for a wealth manager. The firm also discloses that it will not vote client proxies and does not provide separate advisory reports to clients, relying on custodian confirmations and statements, and it reports no soft‑dollar benefits, outside compensation, or performance‑based fees.