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Maxout Savings Advisors LLC (Houston)


Maxout Savings Advisors LLC is an adviser based in Houston. It manages $53.5 million of regulatory assets for 352 client accounts. It has been registered with the SEC as an adviser since 2005.

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Maxout Savings Advisors provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, publication of newsletters, and management of private company stock. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Maxout Savings Advisors: assets under management

The assets under management (AUM) of Maxout Savings Advisors LLC is $53.5 million. The firm's AUM has grown by 114% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $51.5 million in discretionary accounts and $2 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $146.71 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Maxout Savings Advisors 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 Houston

The principal office where Maxout Savings Advisors LLC performs its advisory services is located at 5599 San Felipe, Houston, TX 77056, 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 713-627-0400 or by fax 713-468-1335. The normal business hours are 8:00am-4:30pm on Monday - Friday. You can find more information about the New York firm at maxoutsavings.com.


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