Capital Management Advisors Lp

Capital Management Advisors LP is an independent investment advisor firm based in Houston, Texas, established in 2005 by R. Randall Rainey, JD., LL.M. The firm specializes in fiduciary investment consulting, portfolio design, and wealth management services for individuals, families, and institutional clients. They offer comprehensive wealth management solutions tailored to each client's values, goals, and risk tolerance, primarily using a long-term passive investment strategy. The firm manages assets totaling $80,463,856 as of December 31, 2024, with a minimum account size of $1 million and a minimum annual fee of $12,500. Clients may receive an integrated three-part wealth management plan and have the option to restrict the firm's investment discretion. Capital Management Advisors LP does not charge performance-based fees but sponsors private equity energy limited partnerships, where success may result in performance-based compensation for the general partners. The firm does not vote on proxies for clients and does not receive compensation for client referrals. The management team, led by R. Randall Rainey and Benjamin G. O’Brien, upholds a Code of Ethics and has no disciplinary events to disclose. The firm has no custody of client securities or funds, and clients receive regular account statements from the selected custodian. The firm's investment philosophy is grounded in Modern Portfolio Theory and the Efficient Market Hypothesis, focusing on passive investment methodologies and asset class investing for long-term growth and risk management.