Houstoun Capital Management, Inc.

Houstoun Capital Management, Inc. is a financial advisory firm established in June 1997 by Richard A. Houstoun, who serves as the President and principal portfolio manager. The firm specializes in providing investment counseling and portfolio management services to private individuals, partnerships, and trusts. As of December 31, 2024, the firm managed $81.4 million in assets, all of which were discretionary. Houstoun Capital's investment approach is conservative, focusing on quality, long-term investments in common stocks, bonds, and cash. The firm tailors advisory services to each client's income needs, wealth accumulation objectives, and risk tolerance. Clients are required to make a minimum initial investment of $1 million, with fees based on a tiered structure: 1.00% per year for the first $2 million, 0.80% per year for the next $3 million, and 0.60% per year for amounts exceeding $5 million. Fees are payable quarterly in advance and are subject to negotiation based on factors such as account size and length of the relationship. The firm does not use performance-based fees and primarily serves private individuals, trusts, estates, family limited partnerships, and charitable gift accounts. Houstoun Capital Management, Inc. acts as a fiduciary, providing discretionary investment management services and conducting regular client account reviews.