Investment + asset oversight
Capital Advisors
& Associates
Strategy, acquisitions, underwriting, capital formation and investment oversight.
THE FIRM BEHIND THE OPPORTUNITIES
We connect capital with land, infrastructure and communities. Meet the people and the platform behind Capital Advisors & Associates.
McAllen, Texas · Rio Grande Valley

01 / THE PLATFORM
A McAllen-based investment and development firm, supported by construction coordination and specialist engineering leadership.
Investment + asset oversight
Strategy, acquisitions, underwriting, capital formation and investment oversight.
Development + construction
Development and construction coordination, from horizontal work to selective vertical delivery.
G&H / project professionals
Civil design, due diligence, entitlement support and construction-phase coordination.
FROM LAND CONTROL TO CAPITAL REDEPLOYMENT
Select a stage to exploreSource opportunities, evaluate land and existing assets, and underwrite the investment thesis.
Coordinate diligence, civil design, entitlement support and municipal approvals with project professionals.
Coordinate horizontal development, utilities, drainage and the infrastructure required for delivery.
Coordinate construction and selective vertical delivery through Meridian Construction & Development.
Align finished-lot sales, asset sales or operating strategies with the documented project plan.
Evaluate capital deployment across opportunities, subject to the applicable investment and distribution documents.
Platform overview: September 2026 corporate profile, page 2. Project execution and professional services are engagement-specific.
EXPERIENCE ON RECORD
Explore the latest reported capital payments, completed property sales and active holdings.
Explore our interactive track record ↗Updated October 11, 2026. Payments include principal, earnings and distributions. Sponsor platform history, not Fund I performance. Gross asset value is not net equity.
02 / OUR LEADERSHIP
Defined responsibility across firm strategy, operations, development, investment analysis and investor relationships.

Founder & Chief Executive Officer
Strategy + capital formation
Leads firm strategy, acquisitions, capital formation and development oversight—from land control and entitlement through construction and stabilization.
11+ years in real estate · $50M+ career transactions
Chief Operating Officer
Operations + execution
Oversees company-wide operations, team alignment, resource planning and delivery coordination. Brings real estate operations, sales leadership and organizational development experience.
17+ years · 1,000+ prior home dispositions
Head of Development
Planning + project oversight
Leads planning, engineering coordination and municipal approvals, with responsibility for development and project oversight.
Planning · Engineering · Municipal coordination
Chief Investment Officer
Underwriting + deployment
Leads investment analysis, underwriting and capital deployment, connecting opportunity evaluation with the platform’s investment strategy.
Real estate · Private ventures · Businesses
Investor Relations
Relationships + onboarding
Leads investor outreach, relationship management and discovery-call coordination. Coordinates diligence materials, onboarding information and investor communication.
Diligence coordination · Partner onboardingA CONVERSATION STARTS HERE
Review the platform, ask for supporting diligence and discuss the opportunity that fits your mandate.
Connect with Investor Relations ↗Principal engineering leadership through G&H and project professionals.
Principal Engineer / G&H
Civil design, technical review and quality control across drainage, water, wastewater, paving and utilities.
10+ years · Texas P.E. 146645Director of Development / G&H · Primera
Construction management, field engineering, owner representation and phased infrastructure delivery.
10+ years · Texas P.E. 149521Biographies: September 2026 corporate profile, pages 4–6. Approved leadership portraits updated September 28, 2026. Career figures are sponsor-reported and include prior roles; they are not Capital Advisors contract value or Fund performance.
03 / SELECTED PROJECTS
An operating sponsor property and two development opportunities featured in the corporate profile.

Operating sponsor asset / McAllen
81 apartments
Acquired for $3.7M.
Closed August 4, 2025.

Residential development / Alton
50 planned residential lots
Builder-focused infrastructure
and finished-lot sales.

Planned mixed-use / Mission
63 + 4 residential lots + commercial sites
18.09-acre planned
mixed-use development.
September 2026 corporate profile, page 7. Project descriptions are source snapshots. Visit each deal page for current materials and terms; conceptual renderings are illustrative.
04 / ENGINEERING + DEVELOPMENT EXPERIENCE
Selected assignments and career experience described in the corporate profile. Individual and prior-employer experience is identified separately from sponsor-owned assets.
G&H / PRIMERA RECORDS
JACOB GARZA / CAREER PROJECTS
Reported $1B total development scale, including 300+ residential lots, 16 multifamily buildings, two apartment complexes, commercial pad sites, a hotel and a parking garage.
Overall development scale, not Capital Advisors assets or contract value.ROGELIO HERNANDEZ / PRIOR ROLES
Director of Development during construction of a McAllen master-planned community through Rhodes Development.
US 83 / I-2: $39.6M bridge and roadway project; project engineer at J.D. Abrams. Included a 1,085-foot overpass in Mission.
Sendero: approximately $20M sewer infrastructure program across 130 acres; coordination and phasing through Rhodes Development.
SOUTH TEXAS COLLEGE / PECAN WEST
Traffic-control planning, phasing, contractor access, circulation and field coordination across an approximately 435,600 SF project area.
Corporate profile, pages 8–11. Milestones are historical. Development scale and prior-employer project values are not Capital Advisors contract value, assets or Fund performance.
05 / CAPITAL PARTNERSHIPS
Align the investment vehicle, project exposure and time horizon with the partner’s mandate.
01 / FUND PARTICIPATION
Pooled exposure to residential, multifamily and mixed-use real estate in South Texas through applicable Fund instruments.
Explore the Fund + current terms ↗02 / PROJECT-SPECIFIC PARTICIPATION
Participation through a separately documented project-specific SPV or secured instrument, when available.
Review project opportunities ↗Profile overview, page 12. Private, illiquid participation; eligibility and acceptance apply. Signed governing documents determine duration, return structure, distribution priority and any security.
PROPOSED PROJECT-LEVEL FRAMEWORK
Request the complete Investor Safeguards & Alignment packet. Controls require signed agreements and verified implementation.
CAPITAL ADVISORS FOUNDATION
The September 2026 profile describes the Foundation as an establishment-stage initiative supporting suicide prevention, mental-health awareness and community healing, separate from investment economics.
Explore our purpose ↗“I believe our legacy should be measured by more than the communities we build or the returns we create.”
OPEN THE ORIGINAL DECK ↗THE COMPLETE CORPORATE PROFILE
The original deck remains available in full. Review the corporate overview, leadership biographies, selected experience and capital partnership framework.
15 pages · September 2026 · Original corporate profileSTART THE CONVERSATION
Review opportunities. Request the evidence. Connect with our team.