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Posey Capital Management Inc. (Houston)


Posey Capital Management Inc. is a large advisory firm based in Houston. It manages $197.46 million of regulatory assets for 317 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of Texas.

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Posey Capital Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and expert witness services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Posey Capital Management: assets under management

The assets under management (AUM) of Posey Capital Management Inc. is $197.46 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 144% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $197.46 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $622.91 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Posey Capital Management Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Houston

The principal office where Posey Capital Management Inc. performs its advisory services is located at 2415 Sunset Boulevard, Houston, TX 77005, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 713-490-7000 or by fax 281-754-4415. The normal business hours are by appointment on Other. You can find more information about the New York firm at www.poseycapital.com.


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