CAP SIX ADVISORS LLC
Legal name: CAP SIX ADVISORS
CRD #325164 SEC #801-131815 HOUSTON, TX 281-671-7982
SEC Registered
Total AUM
$268.2M
Discretionary
$21.2M
Employees
4
Clients
0
Accounts
75
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 20, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GILBERT, RACHEL, HOLLOWELL | I | CHIEF OPERATING OFFICER | NA | Control |
| GILBERT, RACHEL, HOLLOWELL | I | CHIEF OPERATING OFFICER | NA | Control |
| GILBERT, RACHEL, HOLLOWELL | I | CHIEF OPERATING OFFICER | NA | Control |
| JORGENSEN, JEFFREY, ALLYN | I | CHIEF INVESTMENT OFFICER AND PORTFOLIO MANAGER | NA | Control |
| JORGENSEN, JEFFREY, ALLYN | I | CHIEF INVESTMENT OFFICER AND PORTFOLIO MANAGER | NA | Control |
| JORGENSEN, JEFFREY, ALLYN | I | CHIEF INVESTMENT OFFICER AND PORTFOLIO MANAGER | NA | Control |
| Jorgensen, Catharine, Coble | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| Jorgensen, Catharine, Coble | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| Jorgensen, Catharine, Coble | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| REESING, TODD, MICHAEL | I | CHIEF REVENUE OFFICER & CLIENT PM | NA | Control |
| REESING, TODD, MICHAEL | I | CHIEF REVENUE OFFICER & CLIENT PM | NA | Control |
| CAP SIX LLC | DE | DIRECT OWNER | E | Control |
| CAP SIX LLC | DE | DIRECT OWNER | E | Control |
| CAP SIX LLC | DE | DIRECT OWNER | E | Control |
Registrations
Federal
IA
Oct 20, 2025 REGISTERED
Notice Filings (5)
CO KS MO NH TX
Address
1919 DECATUR STREETHOUSTON, TX 77007-7636
United States
Phone: 281-671-7982