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Cap Six Advisors LLC

● SEC registered since 2025CRD 325164SEC# 801-131815Houston, TX
Export (members)
Reg. AUM
$268.2M
Employees
4
Accounts
75
Location
Houston, TX

Cap Six Advisors LLC assets under management

Cap Six Advisors LLC is an SEC-registered investment adviser based in Houston, TX. The firm has been registered since 2025. It reports $268.2 million in regulatory assets under management and employs 4 people.

Cap Six Advisors LLC owners & executives

6 reported
NameTitleOwnershipSince
Cap Six LLC ControlDirect OwnerOver 75%2023
Catharine Coble Jorgensen ControlChief Executive Officer, Chief Compliance OfficerUnder 5%2023
Jeffrey Allyn Jorgensen ControlChief Investment Officer And Portfolio ManagerUnder 5%2023
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Frequently asked questions

How much does Cap Six Advisors LLC manage?

Cap Six Advisors LLC reports $268.2 million in regulatory assets under management on its Form ADV.

How many employees does Cap Six Advisors LLC have?

Cap Six Advisors LLC reports 4 employees.

Where is Cap Six Advisors LLC located?

Cap Six Advisors LLC is based in Houston, TX and has been SEC-registered since 2025.

Does Cap Six Advisors LLC disclose fund performance?

Cap Six Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1919 Decatur Street, Houston, TX 77007-7636
Phone281-671-7982
Office hours8:30a.m. To 3:30p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$21.2M
Non-discretionary$247M
Total (RAUM)$268.2M