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Lavaca Capital, LLC

Headquartered in HOUSTON, TX

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Firm Information

Lavaca Capital, LLC is an investment advisor based in Houston, Texas. The firm provides portfolio management for businesses, individuals, investment companies, and pooled investment vehicles. Lavaca Capital, LLC manages approximately $341.4 million in assets. The firm also provides selection of other advisors as an advisory service.

Lavaca Capital, LLC

2700 POST OAK BLVD.

HOUSTON, TX 77056

$341.36M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Branch Locations (1)

LAVACA CAPITAL, LLC has a total of 1 branch locations across the country.
location

HOUSTON, TX

Advisors at Lavaca Capital, LLC

View All 3 Advisors
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Jacob Patrick Johnson

RA

HOUSTON, TX

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Scott Latorre Phillips

RA

HOUSTON, TX

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Patrick Smith

RA

HOUSTON, TX

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Ryan Mason

RA

HOUSTON, TX

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Disclosures

There are no public disclosures for Lavaca Capital, LLC.

Frequently Asked Questions (6)

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