Carlos Lowenberg
Masterpiece Capital · Austin, Texas
Carlos Lowenberg is a fee-only financial advisor at Masterpiece Capital in Austin, Texas, who holds the ChFC credential. Carlos focuses on tax planning, founders (pre-exit) and estate & legacy planning. Masterpiece Capital reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Executives
Facts
| Firm | Masterpiece Capital |
|---|---|
| Based in | Austin, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $124.9M across 86 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in TX · CRD 2626255 |
| Exams passed | Series 63 (1995) · Series 65 (2000) |
| Firm size | 4 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.masterpiececap.com |
| Profile |
How Carlos's firm compares
- Masterpiece Capital's average account is about $1.5 million, from its Form ADV (assets managed divided by 86 accounts).
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Questions about Carlos
Is Carlos Lowenberg a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Carlos holds no broker registration, and Masterpiece Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Carlos charge for financial advice?
Carlos's firm, Masterpiece Capital, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Carlos Lowenberg based?
Carlos Lowenberg is based in Austin, Texas.
What does Carlos specialize in?
Carlos's specialties include tax planning, founders (pre-exit) and estate & legacy planning. Carlos works with founders and executives.
What credentials does Carlos Lowenberg hold?
Carlos Lowenberg holds the ChFC credential.
Is Carlos Lowenberg registered with the SEC?
Yes. Carlos Lowenberg is registered as an investment adviser representative in TX (CRD 2626255), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Masterpiece Capital manage?
Masterpiece Capital reports $124.9M across 86 accounts in assets under management.
How do I contact Carlos Lowenberg?
Through Carlos's website, www.masterpiececap.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Masterpiece Capital website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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