Member · Hourglass Capital, LLC
Stacey L. Moffet
CRD 8235029 · Named on Form ADV at one SEC-registered adviser
At a glance
Hourglass Capital, LLC, an SEC-registered wealth manager based in Houston, TX with $769 million in regulatory assets, lists Stacey L. Moffet on its Form ADV as Member.
Firms and roles
- Hourglass Capital, LLCMemberWealth manager · Houston, TX · $769M in regulatory assets
AtlasMembers
Stacey’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- Locked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Kenneth A. MoffetMember/board of Managers/trustee of Moffet 2008 Family Trust, Hourglass Capital, LLC
- John H. MoffetBoard of Managers/trustee of John Moffet 2008 Family Trust, Hourglass Capital, LLC
- Sandra P MoffetMember, Hourglass Capital, LLC
- Jennifer L. SchuetteChief Compliance Officer, Hourglass Capital, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Stacey’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.