Firm
Light Capital Management
Colleyville, Texas
Fee-only
Light Capital Management at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 2 employees and 70 individual clients, 41 of them high net worth.
- Its average account is about $655,000 (assets it manages divided by its 126 accounts).
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Colleyville, Texas |
|---|---|
| Website | lightcapitalmgmt.com |
| Phone | (717) 271-1172 |
Light Capital Management fees
Light Capital Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Performance-based fees |
|---|---|
| Assets managed | $82 million |
| Individual clients | 29 |
| High-net-worth clients | 41 |
| Accounts managed | 126 |
| Employees | 2 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | March 26, 2026 |
| SEC record | CRD 297161 |
Advisors at this firm (1)
Other fee-only firms in Texas
- Linch Financial · Southlake
- Live Oak Wealth Advisory Group · Houston
- Lloyds Intrepid LLC · Spring
- Lockwood Wealth Strategies · Houston
- Longitude Financial Planning · Manor
- Lorintine Capital · Dallas
- Lucien, Stirling & Gray Advisory Group · Austin
- Luminary Wealth Advisors · Mckinney