Lavaca Capital, LLC

Lavaca Capital, LLC (CRD# 167238) is a financial advisory firm headquartered in Houston, TX. They manage $341,356,397 in 23 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
2700 Post Oak Blvd., Suite 1250, Houston, TX 77056
https://www.linkedin.com/company/lavaca-capital-llc/
By the Numbers
  • Total Assets Under Management
    341
    MILLION
  • Total Number of Accounts
    23
    ACCOUNTS
  • Average Account Value
    $14,841,582
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Lavaca Capital, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Jacob Johnson, financial advisor Houston TX
Jacob P. Johnson
CRD#: 6968378
2700 Post Oak Blvd., Suite 1250, Houston, TX 77056

Jacob Johnson (CRD# 6968378) is an Investment Advisor Representative working at Lavaca Capital, LLC in Houston, TX and has over 5 years of experience in the finance industry.

2
Scott Phillips, financial advisor Houston TX
Scott L. Phillips
CRD#: 5339264
2700 Post Oak Blvd., Suite 1250, Houston, TX 77056

Scott Phillips (CRD# 5339264) is an Investment Advisor Representative working at Lavaca Capital, LLC in Houston, TX and has over 11 years of experience in the finance industry.

3
Patrick Smith, financial advisor Houston TX
Patrick Smith
CRD#: 5819406
2700 Post Oak Blvd., Suite 1250, Houston, TX 77056

Patrick Smith (CRD# 5819406) is an Investment Advisor Representative working at Lavaca Capital, LLC in Houston, TX and has over 13 years of experience in the finance industry.

4
Ryan Mason, financial advisor Houston TX
Ryan Mason
CRD#: 6809636
2700 Post Oak Blvd., Suite 1250, Houston, TX 77056

Ryan Mason (CRD# 6809636) is an Investment Advisor Representative working at Lavaca Capital, LLC in Houston, TX and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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