Mta Capital, Ltd. (Austin)

Mta Capital, Ltd. is an adviser based in Austin. It manages $26.7 million of regulatory assets for 250 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of California, Florida, New York, and Texas.

Mta Capital provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Mta Capital: assets under management

The assets under management (AUM) of Mta Capital, Ltd. is $26.7 million. The firm's AUM has grown by 7% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $24.59 million in discretionary accounts and $2.12 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $99.14 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.06 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Mta Capital, Ltd. for their services and products based on a percentage of assets under management. 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.

Careers at Mta Capital, Ltd.

Don Scott Lansing has served as the Chief Investment Officer since 1 Sep 2004. Frederique Yvette Dacic joined the executive team most recently as the Chief Compliance Officer Chief Administrative Officer.

Direct owners and executive officers

Based in Austin

The principal office where Mta Capital, Ltd. performs its advisory services is located at 9508 Topridge Drive, Austin, TX 78750 The mailing address of the firm is 3720 Gattis School Road #800 214, Round Rock, TX 78664. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 512-255-8722 or by fax 512-255-8732. The normal business hours are 8:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.markettrendadvisors.com.

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