LACERTE CAPITAL ADVISERS, LLC

DALLAS, Texas·4 registered advisors·CRD# 144945
SEC# 801-70634214-922-9211
01

Firm Overview

AUM
$5M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Investment Management
04

Advisors at LACERTE CAPITAL ADVISERS, LLC

4 registered advisors
Douglas Lawrence Wynn
DALLAS, Texas
Jeffrey Michael Beamer
DALLAS, Texas
John Thornton Cooley
DALLAS, Texas
Philip R Lacerte
DALLAS, Texas
05

Office Locations

DALLAS, Texas
4 advisors

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Data sourced from SEC Form ADV filings. LACERTE CAPITAL ADVISERS, LLC (CRD# 144945) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.