Voss Capital LLC
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Overview
Voss Capital LLC is a financial advisor company that has its headquarters in Houston, Texas. It oversees $608.4 million in total assets over eight client accounts, placing it among the bigger firms in the country by assets under management (AUM). It has a small group, including 3 financial advisors. Voss Capital LLC does not act as a registered broker-dealer, signifying that it cannot buy and sell securities for its clients' and own accounts and instead has to go through a broker-dealer company to do so. Securities are tradable fiscal assets like bonds, equities and options.
Voss Capital LLC manages the majority of its client assets on a discretionary basis. Discretionary management is a structure in which a portfolio manager makes transaction judgments for the client's account without needing to seek client permission. The firm also administers two non-discretionary accounts with a total of $144.3 million in AUM. Voss Capital LLC's average account size is $76.1 million. The typical advisor at Voss Capital LLC oversees about three client accounts, placing it among the most individualized advisor firms in the country.
Voss Capital LLC's headquarters is at 3773 Richmond Avenue, Houston, Texas 77046. It is allowed to provide services to clients in the state of Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Voss Capital LLC by the Numbers
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$608.4 million
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
5
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
8
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$76.1 million
Fee Structure
Fees for financial management depend on which services the firm provides the client. However, fees charged by Voss Capital LLC can consist of some blend of the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It works with pooled investment vehicles and other. Out of its eight customers, Voss Capital LLC's biggest client type by number of accounts is other. About 25% of its clients are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Voss Capital LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Voss Capital LLC
Houston, TX
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