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CAPVIEW ADVISORS, LLC.
CRD 173319
121 ALHAMBRA PLAZA, # 1000, CORAL GABLES, FL, 33134, United States
Phone
305 200-4188
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$42.6M
Discretionary AUM
$21.3M
Team
4 total employees; 2 advisory reps; 1 broker-dealer reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-01-05
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 28 | $41.7M |
| Pooled investment vehicles | 1 | $945K |
All web addresses on file
Official SEC filing: View on IAPD