We Focus On You and Your Unique Needs
San Gabriel Capital is named after a picturesque Central Texas river with a limestone riverbed and crystal clear running water. We believe that your investment advice and what you pay for it should be as transparent as the river we named ourselves after. We focus on you and your unique needs and not on which of the latest “Flavor of the Month” financial product others are going to attempt sell to you. San Gabriel Capital was founded as a “Fee Only” Registered Investment Advisor and is dedicated to providing superior personalized investment advice for your unique circumstances. We are only compensated by the fees we charge our clients and do not accept any other compensation. We are on the same side of the table, as you prosper, so does San Gabriel. We believe that any potential conflict of interest is just one step away from a genuine conflict. So why have any conflicts of interest at all?
Join us at San Gabriel!
David Slocombe is the Founder and Managing Principal of San Gabriel Capital, LLC a Wealth Management and Capital Advisory firm located in Austin Texas. David’s experience is a rare find in the “Wealth Management” arena.
As a Senior Vice President of Institutional Sales at regional investment banks, David’s primary role was delivering research recommendations, industry analysis, and managed transaction opportunities to the portfolio managers at leading investment advisors, pension funds, mutual funds, hedge funds, and financial institutions. David has worked with hundreds of portfolio managers and analysts at respected mutual funds and hedge funds throughout his career. Having the opportunity to work in institutional equity allowed David to gain valuable insight into the inner workings of Wall Street, including how the financial industry values public and privately owned businesses.
David utilizes his industry experience when advising clients about developing their long term investment strategies and developing investment portfolios designed to meet his client’s financial goals and objectives. As a Registered Investment Advisor David has a fiduciary duty to his clients, which means that David has a fundamental obligation to provide suitable investment advice and always act in the clients' best interests. David utilizes a well-developed network of highly qualified professionals when providing his clients with “Best in Class” expertise in: Fixed Income Services Estate Planning Business succession planning Trusts Business Fairness Opinions and Valuations Block Trading Execution Tax Planning Education Planning Investment Management
David is an avid road cyclist who can be seen riding with various clubs or volunteering and/or participating in the numerous charity and “Just for Fun” bicycle rides. Invite San Gabriel Capital Wealth Management to accompany you on this wonderful ride we call life.
David holds the following licenses:
- FINRA National Commodity Futures Exam (Series 3)
- General Securities Representative Exam (Series 7)
- General Securities Sales Supervisor Exam (Options Module - Series 9)
- General Securities Sales Supervisor Exam (General Module- Series 10)
- Uniform Securities Agent State Law Exam (Series 63)
- NASAA-Investment Advisors Law Exam (Series 65)