VIEW CAPITAL RIA, LP

CRD 130678 · SEC 801-62983

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2727 N. HARWOOD STREET, SUITE 225, DALLAS, TX, 75201, United States

Phone

214-855-2550

Fax

214-855-2555

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.82B

Discretionary AUM

$619.4M

Team

18 total employees; 11 advisory reps

Clients

101-250

Fees

Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees

Org form

Limited Partnership

Filing date

2026-03-30

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisers

Client types

Type	Clients	AUM
Individuals	9	$4.9M
High net worth individuals	126	$1.73B
Pooled investment vehicles	4	$53.3M
Charitable organizations	2	$24.8M

States served

LA, VA, TX, FL

All web addresses on file

HTTP://WWW.VIEW-CAP.COM
https://www.linkedin.com/company/view-capital-advisors-llc/

Official SEC filing: View on IAPD