1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2SMS CAPITAL MANAGEMENT

Map pinBELLAIRE, TX
Phone713-623-1534
NotebookSEC #801-112945
Total AUM
$111.5M
Employees
2
Clients
93

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6575 WEST LOOP SOUTH
SUITE 603
BELLAIRE
TX 77401
United States
Operating Hours
8:00AM - 5:30PM
BY APPOINTMENT ONLY
Phone
713-623-1534

ReceiptFinancials

Total AUM
$111.5M
Accounts
352
Discretionary
$110.3M
Accounts
351
Non-Discretionary
$1.2M
Accounts
1

ContactClients

View more in analytics →

Individual Clients
1
AUM
$1.3M
HNW Individual Clients
91
AUM
$107.8M
Corporation or Business Clients
1
AUM
$2.4M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account