Fee-only adviser · Cedar Park, TX
San Gabriel Capital
San Gabriel Capital is a fee-only investment adviser registered with the securities regulator of Texas, with its main office in Cedar Park, Texas. On its latest Form ADV, filed March 26, 2026, it reports $23M in regulatory assets under management, 56 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Texas |
|---|---|
| Firm CRD number | 170486 |
| Office | 1320 Arrow Point DR. Suite 501, Ofc TW23 Cedar Park, TX 78613 |
| Phone | (512) 520-2826 |
| Website | www.sangabrielcapitalmanagement.com |
| Regulatory assets under management | $23M ($18M discretionary) |
| Individual clients | 44 non-high-net-worth, 12 high-net-worth |
| Financial planning clients | 11-25 |
| How it charges | Percentage of assets, Hourly |
| Services | Financial planning, Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 26, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Cedar Park
- True Financial Group $409M
- Larson Financial Advisors $105M
- Momentum Private Wealth Management $72M
- III Financial, LLC $43M
- Freedom Day Wealth Management LLC $5.8M
- Parkhurst Consulting CPA PC $5.3M
See all 7 fee-only advisers in Cedar Park →
Nearby
- Leander 3 firms
- Round Rock 8 firms
- Lakeway 6 firms
- West Lake Hills 1 firm
- Austin 125 firms
- Georgetown 4 firms
- Bee Cave 1 firm
- Dripping Springs 2 firms
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