LAVACA CAPITAL, LLC
C27
CRD 167238·SEC 801-113042·HOUSTON, TX
AUM
$927.1M
$500M-$1B
Est. Revenue
$9.3M
@ 1% on AUM
Est. EBITDA
$2.8M
@ 30% margin
Est. Deal Value
$22.2M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $107.9M
'21 · $153.0M
'22 · $299.6M
'23 · $431.7M
'25 · $421.0M
'26 · $927.1M
'20'26
$107.9M → $927.1M▲ +760%
Client mix
| Individuals High Net Worth | 20 |
| Other Investment Advisers | 8 |
| Pooled Investment Vehicles | 4 |
| Investment Companies | 1 |
Operations
Advisory staff (5-yr trend)
'20 · 4 advisors
'21 · 3 advisors
'22 · 3 advisors
'23 · 4 advisors
'25 · 4 advisors
'26 · 4 advisors
'20'26
4 advisors → 4 advisors▬ 0%
Branches
—
Custodian & Brokerage
Services offered
Portfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (12)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
2700 POST OAK BLVD.SUITE 1250HOUSTON, TX 77056
Business
2700 POST OAK BLVD.SUITE 1250HOUSTON, TX 77056
Edgar Recent Filings
13F-HR2026-05-13 · 0001420506-26-000974
13F-HR2026-02-13 · 0001420506-26-000409