Cap Six Advisors LLC
● SEC registered since 2025CRD 325164SEC# 801-131815Houston, TX
Reg. AUM
$340.8M
Employees
5
Accounts
128
Location
Houston, TX
Cap Six Advisors LLC assets under management
Cap Six Advisors LLC is an SEC-registered investment adviser based in Houston, TX. The firm has been registered since 2025. It reports $340.8 million in regulatory assets under management and employs 5 people.
Cap Six Advisors LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Cap Six LLC Control | Direct Owner | Over 75% | 2023 |
| Catharine Coble Jorgensen Control | Chief Executive Officer, Chief Compliance Officer | Under 5% | 2023 |
| Jeffrey Allyn Jorgensen Control | Chief Investment Officer And Portfolio Manager | Under 5% | 2023 |
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Cap Six Advisors LLC manage?
Cap Six Advisors LLC reports $340.8 million in regulatory assets under management on its Form ADV.
How many employees does Cap Six Advisors LLC have?
Cap Six Advisors LLC reports 5 employees.
Where is Cap Six Advisors LLC located?
Cap Six Advisors LLC is based in Houston, TX and has been SEC-registered since 2025.
Does Cap Six Advisors LLC disclose fund performance?
Cap Six Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1919 Decatur Street, Houston, TX 77007-7636 |
| Phone | 281-671-7982 |
| Office hours | 8:30a.m. To 3:30p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$340.8M▲ 27%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 58%
Larger than 42% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$340.8Mregulatory AUM
Discretionary $44.8MNon-discretionary $296M