LOWERCASE CAPITAL, LLC

LOWERCASE CAPITAL, LLC is an SEC-registered investment adviser (CRD 299880). Regulatory assets under management: $151K.

Registration

• CRD: 299880
• Type: Registered investment adviser
• Phone: 1-972-679-0959
• Latest filing: 2026-03-31
• Regulatory AUM: $151K
• Discretionary AUM: $151K
• Clients: 1
• Accounts: 6

Business model

Compensation: % of AUM, Hourly, Subscription.

Clients served: High net worth, Corporations, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 299880 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search