Cap Six Advisors
Cap Six Advisors is an SEC-registered ria in Houston, TX with $340.8M assets under management (AUM, regulatory AUM), +27% over one year. See who owns Cap Six Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 325164, SEC 801-131815, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $340.8M (2026-03-30)
- Firm type
- Ria
- Location
- Houston, TX
- Employees
- 5
- Clients
- 106
- CRD
- 325164
- Ownership
- GILBERT, RACHEL, HOLLOWELL; JORGENSEN, JEFFREY, ALLYN; REESING, TODD, MICHAEL; Jorgensen, Catharine, Coble; CAP SIX LLC
How much AUM does Cap Six Advisors have?
Cap Six Advisors reported $340.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Cap Six Advisors?
Disclosed owners and executives of Cap Six Advisors include GILBERT, RACHEL, HOLLOWELL, JORGENSEN, JEFFREY, ALLYN, REESING, TODD, MICHAEL, Jorgensen, Catharine, Coble, CAP SIX LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.