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Dove Capital Management (Houston)


Dove Capital Management is a large advisory firm based in Houston. It manages $35 million of regulatory assets for 15 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of Texas.

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Dove Capital Management provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Dove Capital Management: assets under management

The assets under management (AUM) of Dove Capital Management is $35 million. The company doesn't manage any assets belonging to foreign clients.


The firm manages $1 million in discretionary accounts and $34 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $100 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $6.8 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Dove Capital Management for their services and products based on a percentage of assets under management 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 Dove Capital Management performs its advisory services is located at 1324 Banks Street, Houston, TX 77006 6016, 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 713-524-9463 or by fax 713-456-2770. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at www.solaris-capital.com.


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