Dakota
Dakota
Book a Demo
Talk to an Expert

Houston Capital Partners

EST. AUM
$100,000,000

CONTACTS
1

CLIENT ACCOUNTS

Firm Details

Metro area Houston
CRD Number
Website houcap.com
Client types

Overview

Houston Capital Partners (HouCap) is a fee‑based fiduciary firm specializing in wealth management and financial planning for affluent clients and business owners. Founded by experts in investments, insurance, and estate planning, HouCap partners with leading financial, legal, and accounting firms to deliver personalized strategies. The firm emphasizes client‑centered relationships, stating that “people over profits” guides its philosophy, and upholds a fiduciary duty to make recommendations that serve clients’ best interests. HouCap promotes its proprietary “M6 Method” which focuses on managing emotions, maintaining discipline, mitigating risk, minimizing taxes, moderating fees, and meeting objectives.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy