Festecapital Advisors, Ltd. is a large advisory firm based in Austin. It manages $40 million of regulatory assets for 36 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of California, Louisiana, and Texas.
Festecapital Advisors provides financial planning services, portfolio management for individuals and small businesses, and market timing services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Festecapital Advisors, Ltd. is $40 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -6% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Festecapital Advisors, Ltd. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Festecapital Advisors, Ltd. performs its advisory services is located at 8226 Bee Caves Road, Austin, TX 78746 4909, which is also the mailing address of the firm. An additional office of the firm is in Reston, VA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 512-402-1822 or by fax 512-402-0482. The normal business hours are 8:00 to 5:00 on Monday - Friday.