Sign in Sign up for free

Jobes Solo Investment Group, LLC (Houston)


Jobes Solo Investment Group, LLC is an adviser based in Houston. It manages $70 million of regulatory assets for 290 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Louisiana and Texas.

Logo



Jobes Solo Investment Group provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Jobes Solo Investment Group: assets under management

The assets under management (AUM) of Jobes Solo Investment Group, LLC is $70 million. The firm's AUM has gone down by -4% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $68 million in discretionary accounts and $2 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $241.13 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $250 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Jobes Solo Investment Group, LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. 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 Houston

The principal office where Jobes Solo Investment Group, LLC performs its advisory services is located at 3050 Post Oak Blvd, Suite 620, Houston, TX 77056, 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 281-822-9200 or by fax 281-822-9204. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at www.jobessolo.com.


Registered investment advisers similar to Jobes Solo Investment Group, LLC