Ryan
Mason

Lavaca Capital, LLC

CRD#6809636
Investment Advisor
in Houston, TX

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About this Advisor

Ryan Mason is a financial advisor based in Houston, Texas, working with Lavaca Capital, LLC. Ryan has previously held positions at Lavaca Capital, LLC, Bank Of America Merrill Lynch, Howard Payne University, and Merrill Lynch. Ryan has passed the Series 65 regulatory exam and is registered to provide services in Texas. Currently, Ryan is part of Lavaca Capital, LLC, which operates out of Houston, Texas. The firm has 4 employees and manages assets totaling $341.4 million. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The fee structure at Lavaca Capital, LLC includes asset-based and performance-based fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

2700 Post Oak Blvd. Suite 1250
Houston, TX 77056

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Lavaca Capital, LLC Brokerage Details

Total Assets Under Management

$341,356,397

TX Average: $3,042,739,679
Total Number of Employees

4

TX Average: 49
Total Number of Accounts

23

TX Average: 2,315
Average Account Size

$14,841,582

TX Average: $1,314,358

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Ryan Mason Work History

2021 - Present (3 years)

Lavaca Capital, LLC

2018 - 2021 (3 years)

Bank Of America Merrill Lynch

2017 - 2018 (1 year)

Howard Payne University

2017 - 2017 (< 1 year)

Merrill Lynch

2014 - 2017 (3 years)

Howard Payne University

Disclosures

Please visit the SEC profile of Ryan Mason to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lavaca Capital, LLC

Ryan Mason
Houston, TX
Scott Phillips
Houston, TX
Jacob Johnson
Houston, TX
Patrick Smith
Houston, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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