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Laue Capital Management Inc (Morgan Hill)


Laue Capital Management Inc is an adviser based in Morgan Hill. It manages $18.27 million of regulatory assets for 57 client accounts. It has been registered with the SEC as an adviser since 2001.




Laue Capital Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Laue Capital Management: assets under management

The assets under management (AUM) of Laue Capital Management Inc is $18.27 million. The firm's AUM has gone down by -56% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $965.18 thousand in discretionary accounts and $17.3 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $193.04 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $332.69 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Laue Capital Management Inc for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Morgan Hill

The principal office where Laue Capital Management Inc performs its advisory services is located at 2875 Old Oak Lane, Morgan Hill, CA 95037 The mailing address of the firm is Po Box 820, Morgan Hill, CA 95038. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 408-782-1003 or by fax 408-782-0883. The normal business hours are 9:00-4:00 on Monday - Friday.


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