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Lacerte Capital Advisers, LLC (Dallas)


Lacerte Capital Advisers, LLC is an investment adviser to an investment company based in Dallas. It manages $5 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of Texas.

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

Lacerte Capital Advisers: assets under management

The assets under management (AUM) of Lacerte Capital Advisers, LLC is $5 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -20% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.5 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Lacerte Capital Advisers, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Jeffrey Michael Beamer Managing member 1 Mar 2003 75% - 100% 1402644

Based in Dallas

The principal office where Lacerte Capital Advisers, LLC performs its advisory services is located at 2811 Mckinney Avenue, Dallas, TX 75204, 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 214-922-9211 or by fax 214-922-9313. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday.


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