About Cap Six

Built on Expertise, Driven by Conviction

Decades of institutional experience. A disciplined, data-driven process. One mission: delivering smarter portfolios and better outcomes for every client we serve.

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Who We Are

A Modern Approach to Active Equity Management

Cap Six is an SEC-registered investment adviser delivering actively managed equity portfolios through separately managed accounts (SMAs). We combine institutional-grade research with advanced portfolio construction technology to serve investors, advisors, and allocators who demand more from their equity allocation.

Our approach is built on the belief that disciplined, data-driven investing executed with precision and transparency can deliver superior risk-adjusted returns while maintaining the control and tax efficiency that today's investors require.

60+

Years Combined Investment Experience

U.S. Equity Strategies

2020

Development Began

Unified Platform: KAIA

Our Core Principles

The Client Knows Best

Our role is to complement your broader financial strategy, aligning with your unique needs, priorities, and long-term objectives.

Investors Deserve Innovation

We leverage advanced datasets, proprietary technology, and a deep understanding of evolving markets to create adaptive investment strategies that evolve with changing conditions.

Expertise in Stock-Level Research

Maximizing conviction through merit-based measurement and rigorous research, our approach uncovers investment opportunities often overlooked by others.

Evidence-Based Risk Controls

Risk is managed through data-driven constraints across sectors, factors, and position sizes to align with client objectives and preserve portfolio consistency.

Active Tax Management

Tax efficiency is integrated into our investment process, using ongoing tax-loss harvesting, tax-aware rebalancing, and transition tools designed to maximize after-tax outcomes.

Process Drives Results

A disciplined, repeatable process focuses on data-driven decision-making, continuously improved to adapt to evolving markets and enhance client outcomes.

Our Team

The Cap Six leadership team brings decades of senior experience across private investment firms, boutique managers, and large asset managers.

Our diverse backgrounds shaped a shared belief: traditional models fall short, and a more adaptive, data-driven investment process is needed to deliver better outcomes. At Cap Six, we combine institutional discipline with a relentless focus on execution to serve clients with precision and transparency.