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Sunport Capital, LLC (San Antonio)


Sunport Capital, LLC is an adviser based in San Antonio. It manages $23.5 million of regulatory assets for 25 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of Texas.

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

Sunport Capital: assets under management

The assets under management (AUM) of Sunport Capital, LLC is $23.5 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -22% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $23.5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $940 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Sunport Capital, 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.

Based in San Antonio

The principal office where Sunport Capital, LLC performs its advisory services is located at 3512 Paesanos Pkwy, San Antonio, TX 78231, 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 210-764-2223 or by fax 210-764-2224. The normal business hours are 8:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.sunport.net.


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