CJ
Catharine C. Jorgensen
CAP SIX ADVISORS
Houston, TX 77007-7636
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CRD#: 7700798
CJ
Professional summary
Catharine Coble Jorgensen, who also goes by Catharine Coble Armstrong, C. Coble Jorgensen, Catharine C. Jorgensen, Catharine C. Armstrong Jorgensen, Catharine Coble Armstrong Jorgensen, Catharine Jorgensen, Coble A. Jorgensen, Coble Armstrong Jorgensen, Coble Jorgensen, is a registered financial advisor currently at CAP SIX ADVISORS located in Houston, Texas.
Catharine is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Catharine has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Catharine Coble Armstrong | C. Coble Jorgensen | Catharine C. Jorgensen | Catharine C. Armstrong Jorgensen | Catharine Coble Armstrong Jorgensen | Catharine Jorgensen | Coble A. Jorgensen | Coble Armstrong Jorgensen | Coble Jorgensen
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.
Kleberg and Company Bankers Incorporated Investment-related 100 E. Kleberg, Kingsville, TX 78363 Holding company for regional bank Board Member/ Director since April 2020 5 hours/month, 2 hours/month during trading hours Act a fiduciary and oversee management team King Ranch, Inc. Investment-related 3 Riverway #1600, Houston, TX 77056 Family-owned agricultural conglomerate Board member/Director, Chair of Shareholder Communications and Education Committee Began June 2022 12 hours/month 8 hours/month during trading hours Oversee management team, shareholder education and communications CAJ Realty, LLC Investment-related 1929 Sunset Blvd. Houston, TX 77005 Holding company for real estate Member, Agent since May 2014 2 hours/year, none during trading hours Oversee investment, review government filings EJCJ Properties, LLC Investment-related 1929 Sunset Blvd. Houston, TX 77005 Holding company for investments President, Agent since November 2010 .5 hours/month, .5 hours/month during trading hours Review investment performance and government filings CCWTT CCWA Oil & Gas LLC Investment-related 320 SW 7th Avenue Amarillo, TX 79101 Oil and gas interests Manager since April 2014 1.5 hours/month, 1 hour/month during trading hours Oversee mineral interests SLA Realty, LLC Investment-related 4508 Cherokee Trail Dallas, TX 75209 Holding company for real estate Agent since May 2014 2 hours/year, none during trading hours Receive correspondence Ocaso Ventures, LLC Not investment-related 1929 Sunset Blvd. Houston, TX 77005 Holding company for tech investment Member, Agent since January 2021 1 hour/month, 1 hour/month during trading hours Oversee investment, review government filings Armstrong 141, LLC Investment-related PO Box 193 Kingsville, TX 78364 Holding company for real estate interests President, Treasurer since May 2011 4 hours/year, 4 hours/year during trading hours Oversee investment, review government filings EAT 2006-021, LLC Investment-related 100 E Kleberg Ave, Ste 200 Kingsville, TX 78363 Holding company for real estate interests Member since January 2014 2 hours/year, 2 hours/year during trading hours Oversee investment, review government filings CJJ 1929 Investments, LLC Investment-related 1929 Sunset Blvd. Houston, TX 77005 Holding company for investments Member, Agent since May 2019 .5 hours/month, .5 hours/month during trading hours Review investment performance and government filings Armstrong Operations, LLC Investment-related 600 Travis St. Suite 4200 Houston, TX 77002 Holding company for real estate Manager since February 2018 1 hour/month, none during trading hours Oversee investment, review government filings 2012 Armstrong Grandchildren's Trust Investment-related 100 E Kleberg Ave, Ste 200 Kingsville, TX 78363 Trust containing real estate interests and investments Co-Trustee since December 2012 2 hours/year, 2 hours/year during trading hours Oversee investment, review government filings CCW Testamentary Trust fbo CCWA Investment-related 320 SW 7th Avenue Amarillo, TX 79101 Real estate interests and investments Co-trustee since April 2014 1.5 hours/month, 1 hour/month during trading hours Oversee investments
CRS (Client Relationship Summary) - RIA
Click below to view Catharine Coble Jorgensen's 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®
NoneExperience
Current
June 15, 2023 - Present
CAP SIX ADVISORS
Office #1: 1919 Decatur Street, Houston, TX 77007-7636RIA
CRD#: 325164
Houston, 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".
CS
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(6/15/2023)
Current Firm
CS
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)Upgrade to AdvisorCheck Premium
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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
4
SEC notice filing (5 States and Territories)
Documents
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.
