Advisors near Midland, Texas
Filters
Location
Texas
Showing 1 - 2 of 2 results
SYNTAL CAPITAL PARTNERS, LLC
SYNTAL CAPITAL PARTNERS, LLC
Midland, Texas
Syntal Capital Partners, LLC, headquartered in Midland, TX, is a reputable local investment advisory firm. With a single office location, the company boasts a dedicated team of 10 professionals, of which 5 specialize in providing expert investment advisory services. Each investment advisor at Syntal Capital Partners, LLC manages an average of approximately $88,310,000 in assets under management, demonstrating competence in handling substantial portfolios. In terms of compensation, Syntal Capital Partners, LLC offers a variety of options to their clients. Their compensation structure includes methods such as a percentage of assets under management, fixed fees, hourly charges, and performance-based fees. Notably, 82% of the assets they manage are under discretionary management, showcasing their clients' trust in the firm's expertise. The firm primarily serves high net worth individuals, with a robust client base consisting of over 30 individuals. Impressively, Syntal Capital Partners, LLC oversees a substantial sum of assets under management, totaling more than $441,559,000. Syntal Capital Partners, LLC takes pride in its experienced team of advisors, several of whom have demonstrated exceptional dedication and loyalty to the firm. Notable long-tenured advisors include Raquel Padilla, Robert Carlyon, and Dane Crunk, who contribute their wealth of knowledge and expertise to the success of the company. With its comprehensive range of investment advisory services, sound compensation structure, and experienced team, Syntal Capital Partners, LLC stands as a trusted partner for high net worth individuals seeking professional financial guidance and asset management solutions.
REDEMPTION CAPITAL
REDEMPTION CAPITAL
Midland, Texas
Redemption Capital is a reputable investment advisory firm operating out of Midland, TX. With a single office, this small yet dynamic firm is dedicated to delivering personalized financial services to its clients. Out of their three employees, two are committed to providing comprehensive investment advisory services. Each investment advisor at Redemption Capital manages an average of approximately $47,010,000 in assets, aligning with the industry average and showcasing their competence in handling substantial portfolios. Their compensation structure incorporates various types, including a percentage of assets under management and fixed fees, ensuring a fair and transparent approach. Catering to a select group of clients, Redemption Capital serves over 20 individuals, entrusted with managing assets totaling over $92,855,000. A notable portion of their assets under management, approximately half, are derived from employer 401Ks or individual investors, reflecting the firm's expertise and experience in this domain. Furthermore, 36% of the assets they manage are discretionary, demonstrating their ability to exercise independent judgment and implement tailored investment strategies. Despite its size, Redemption Capital has established a solid reputation within the investment advisory industry. The firm benefits from the expertise and dedication of its longest-tenured registered advisors, Chad Clark and John Maxey. Their extensive experience contributes to the firm's success and their commitment to providing exceptional financial guidance. As a small investment advisory firm, Redemption Capital offers a personalized approach to wealth management. Their focus on building strong relationships with clients and providing tailored solutions sets them apart, ensuring that each client receives the attention and expertise required to achieve their financial goals.