Samuel Oh is a CFA-designated registered investment advisor at Mountain Capital Management, LLC, based in Houston, TX, with 10 years of industry experience. Samuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 12 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Mountain Capital Management does not directly manage investments for individual investors. They manage private investment funds and co-investment vehicles.
Location
811 Louisiana Street, Suite 2600, Houston, TX, 77002
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Samuel sits on the board of Parallel Petroleum since 2009, dedicating a few hours per week. He is also a member of the Board of Supervisors for Athlon Energy since 2010, spending minimal time on this activity.
Employment History
Current Registrations
Mountain Capital Management, LLC
State Registrations1 state
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