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Houstoun Capital Management, Inc. (Bethesda)


Houstoun Capital Management, Inc. is an adviser based in Bethesda. It manages $54.1 million of regulatory assets for 77 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Maryland and Texas.

Houstoun Capital Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Houstoun Capital Management: assets under management

The assets under management (AUM) of Houstoun Capital Management, Inc. is $54.1 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 79% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $54.1 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $702.6 thousand each.
Houstoun Capital Management has custody of $54.1 million in cash and securities for 29 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Houstoun Capital Management, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Bethesda

The principal office where Houstoun Capital Management, Inc. performs its advisory services is located at 7272 Wisconsin Avenue, Bethesda, MD 20814, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 301-941-1945 or by fax 301-941-1962. The normal business hours are 9am - 5pm on Monday - Friday.


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