San Gabriel Capital
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
San Gabriel Capital is a single-advisor registered investment adviser that serves individuals, high-net-worth clients, qualified and unqualified retirement plans, charitable organizations, and business entities. The firm offers discretionary portfolio management, retirement plan and pension consulting (including IPS preparation and investment monitoring), and hourly financial consulting engagements.
The firm’s investment approach is grounded in Modern Portfolio Theory and a passive asset-class philosophy, typically implementing diversified, buy-and-hold portfolios using no-load mutual funds and ETFs—with a frequent use of Dimensional Fund Advisors (DFA) funds—and employing tools such as Monte Carlo simulations to inform asset allocation. Accounts are reviewed periodically (at least annually, with quarterly performance reporting) and rebalanced as needed, and SGC may use model portfolios that align with a client’s stated investment policy.
What distinguishes the firm from many solo independent advisers is its pension and retirement-plan consulting work for plan sponsors—including recommending investment lineups and providing participant-facing educational workshops—and its willingness to combine portfolio management with third-party tax preparation and accounting services. The firm also relies on DFA-provided software, research, and continuing education to inform portfolio construction and reporting.
Client services
Expertise
Fee options
Fixed fees for consulting services may be negotiated based on estimated hours
$0 - $1,000,000: 1.00% to 1.50% $1,000,001 - $3,000,000: 0.90% $3,000,001 - $5,000,000: 0.80% $5,000,001+: Negotiable
$350 per hour for portfolio management (negotiable), $200-$350 per hour for retirement plan consulting, $350 per hour for consulting services
Account minimum: $250,000 Minimum fee: $2,500 minimum annual fee for portfolio management services Fee-only: Consulting services billed at $350 per hour; Pension Consulting Retirement Plan Consulting services billed $200-$350 per hour
Main office
1320 Arrow Point Dr., Suite 501, Ofc Tw23
Cedar Park TX 78613
Advisors at this office
1
Most active in
Texas
Also doing business as
San Gabriel Capital · San Gabriel Capital, 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.
Forms ADV
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