CG
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Camilo Garcia

8 Years of Experience
Houston, TX

Camilo Garcia is a registered investment advisor at Armas Capital Management, LLC, based in Houston, TX, with 8 years of industry experience. Camilo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 6 clients with $6.3M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
6 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$6.3M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.50%
$250K - $500K1.25%
$500K - $5.0M1.00%
$5.0M - $10.0M0.90%
$10.0M - $20.0M0.80%
$20M+0.75%

The annual fee is negotiable based upon certain criteria. For non-SA Fund fees BSP administrative fees will be in addition to the above fees charged by Armas. Fees shall be between 0.15% and 0.30% annually.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

13501 Katy Fwy, Suite 1511, Houston, TX, 77079

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Armas Capital Management, LLC
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
April 2022 - April 2023 · 1 yr
J.P. Morgan Securities LLC
April 2022 - April 2023 · 1 yr
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2018 - February 2022 · 3 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2018 - February 2022 · 3 yrs 7 mos
J.P. Morgan Securities LLCBroker
June 2017 - May 2018 · 11 mos
AXA Advisors, LLCBroker
November 2016 - January 2017 · 2 mos
State Registrations1 state
TX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Camilo Garcia - Financial Advisor | TrueAdvisor