Capital Management Advisors LP fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee

$3,125⁠-⁠$12,500/yr

“The minimum quarterly fee is $3,125.00 or $12,500 annually.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Capital Management Advisors LP bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees for precious metals are calculated quarterly in arrears using the closing price on last day of the quarter reported on the London PM Fix site for the relevant precious metal.”
• “Fees may be negotiable based upon complexity of account, relationship size, or other factors.”
• “Our wealth management fee is payable quarterly in advance.”

How Capital Management Advisors LP’s fees compare

• Its annual fee of $3,125-$12,500 spans the Texas median of $6,000. 65% of the 106 other Texas planners that publish an annual fee charge less.
• 12 of the 16 other planners in Houston that publish an annual fee charge less.

About Capital Management Advisors LP

• Firm size: 2 employees.
• Registered as an adviser: 2010 (16 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management, performance based fees

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Minimum

$3,125 minimum fee (stated in brochure)

Clients

51

Employees

2

Works with

Individuals, high net worth individuals, and pooled investment vehicles

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting

Assets managed

$80,057,645

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

134969

Website

cmalp.com (opens in new tab)

Phone

(713) 914-8176

Other planners in Houston that publish fees

• Abundo WealthHouston$199/mo
• Allzen Wealth and Financial ServicesHouston$8,000, $7,125/qtr
• Alteris Capital Partners, LLCHouston$5,000⁠-⁠$25,000
• Analog Capital Ai, LLCHouston$250⁠-⁠$450/hr
• Analog Capital Partners LLCHouston$3,000, $1,188/yr
• Aquinas Advisors, LLCHouston$250/hr, $5,000

Compare all 154 planners in Houston