Todd M. Reesing

CAP SIX ADVISORS

Bee Cave, TX

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CRD#: 5922665

Professional summary

Todd Michael Reesing is a registered financial advisor currently at CAP SIX ADVISORS located in Bee Cave, Texas.

Todd is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Todd has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

(1) Rippers Row, LLC; Not investment related; Austin, TX; Limited Liability Company, Co-Owner; Started 3/2022; Approx 12hrs/mo; Not during securities trading hrs; Co-Owner of LLC and assist in fundraising, planning events, logistics supplies and equipment.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Todd Michael Reesing's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 10, 2025 - Present

CAP SIX ADVISORS

RIA

CRD#: 325164

Bee Cave, TX

Past

January 5, 2015 - October 31, 2023

DIMENSIONAL FUND ADVISORS LP

RIA

CRD#: 106482

AUSTIN, TX

Past

May 20, 2011 - October 31, 2023

DFA SECURITIES LLC

CRD#: 10292

AUSTIN, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CAP SIX ADVISORS

CAP SIX ADVISORS | CAP SIX ADVISORS LLC

CRD#: 325164 / SEC#: 801-131815

RIA

Registered Investment Advisory firm - (1/13/2025 Approved)

Texas

Registered Investment Advisory firm - (6/15/2023 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(3/10/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/21/2014

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/19/2011

General Securities Representative Examination

Current Firm

CAP SIX ADVISORS

CAP SIX ADVISORS | CAP SIX ADVISORS LLC

CRD#: 325164 / SEC#: 801-131815

RIA

Registered Investment Advisory firm - (1/13/2025 Approved)

Texas

Registered Investment Advisory firm - (6/15/2023 Approved)

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Contact information

Main Address

1919 Decatur Street, Houston, TX 77007-7636

Mailing Address

1929 Sunset Blvd., Houston, TX 77005-1648

Phone number

(281) 671-7982

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV2A (10/20/2025)

ADV2B (10/20/2025)

Regulatory assets under management

Total Number of Accounts	75
AUM (Assets Under Management)	$ 268,173,835

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Todd M. Reesing

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Todd Michael Reesing's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAP SIX ADVISORS

DIMENSIONAL FUND ADVISORS LP

DFA SECURITIES LLC

Primary Firm SEC Registration

CAP SIX ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 11/21/2014

SIE

Date: 10/1/2018

Series 7

Date: 5/19/2011

Current Firm

CAP SIX ADVISORS

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CAP SIX ADVISORS

TRUST BUT VERIFY

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