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MONEY CONCEPTS ADVISORY SERVICE
MONEY CONCEPTS CAPITAL CORP
CRD 12963 · SEC 801-39736
11440 JOG ROAD, PALM BEACH GARDENS, FL, 33418, United States
Phone
561-472-2000
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$4.07B
Discretionary AUM
$2.48B
Team
478 total employees; 375 advisory reps; 1108 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees; SOLICITOR FEE
Org form
Corporation
Filing date
2026-03-24
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)GENERAL CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 16296 | $3.00B |
| High net worth individuals | 511 | $993.5M |
| Pension/profit sharing plans | 143 | $37.4M |
| Charitable organizations | 31 | $9.0M |
| Corporations/business entities | 51 | $24.1M |
All web addresses on file
Official SEC filing: View on IAPD