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Mustang Capital Management, LLC. (Houston)


Mustang Capital Management, LLC. is a large advisory firm based in Houston. It manages $61.5 million of regulatory assets for 37 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of Texas.




Mustang Capital Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Mustang Capital Management: assets under management

The assets under management (AUM) of Mustang Capital Management, LLC. is $61.5 million. The firm's AUM has grown by 137% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $43 million in discretionary accounts and $18.5 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.26 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $6.17 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Mustang Capital Management, LLC. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 3 indirect owners.

Name Entity Date acquired Ownership Employer ID
Western Sizzlin Corporation Sole member of western mustang holdings llc 1 Jul 2008 75% - 100% 86-0723400
The Steak N Shake Company Sole member of western mustang holdings llc 1 Mar 2010 75% - 100% 37-0684070
Inc. Biglari Holdings Sole member of western mustang holdings llc 1 Mar 2010 75% - 100% 37-0684070

Based in Houston

The principal office where Mustang Capital Management, LLC. performs its advisory services is located at 1506 Mcduffie Street, Houston, TX 77019, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 713-520-0911 or by fax 713-630-0315. The normal business hours are by appointment only on Other.


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