Brandon Luckett is a registered investment advisor at Caz Investments L.P., based in Houston, TX, with 12 years of industry experience. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments. Their firm serves 94 clients with $8.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CAZ Investments manages private investment funds and receives advisory fees. These fees typically range between 0% and 2% of the fund's net asset value or committed capital, paid monthly in advance. CAZ may also receive consulting fees from third parties for projects, investment due diligence, and special investment analysis services.
Location
One Riverway, Suite 2000, Houston, TX, 77056
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2001Other Business Activities
Brandon is an associate with CNL Educational Institute, LLC.
Employment History
Current Registrations
Caz Investments L.P.
Previous Registrations
Cnl Educational Institute, LLC
Cnl Securities CORP.Broker
Compton Financial Group
The L. Warner Companies, INC
Morgan Stanley Dw INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.