RIA Intel›Advisers›Texas›S2O CAPITAL MANAGEMENT, INC.

S2O CAPITAL MANAGEMENT, INC.

Advisory

TX

Data as of Mar 30, 2026 · Source: SEC Form ADV

Rank in TX
#2,580
of 2,813 advisers by AUM
Average account
$377K
across 8 accounts
AUM per adviser
$3M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM
$3M
Discretionary %
100%
Clients
8
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$3M
Discretionary AUM$3M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients8
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InCO, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in TX

Closest by assets under management. All figures from Form ADV.

G.S. DEROCHE' CAPITAL MANAGEMENT, LLC
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$3M
0.0% 1Y
INTERACTIVEFUNDS INVESTMENT ADVISORY SERVICES, LLC
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RIVAL CAPITAL MANAGEMENT, LLC
$3M
PARTNERS ADVISORS, L.P.
HOUSTON, TX
$3M
REFLECTIVE WEALTH PLANNING, LLC
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$3M
SPECIALIZED ADVISORS, LLC
DALLAS, TX
$3M

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