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AVIVAR CAPITAL, LLC
CRD 215516 · SEC 801-106549
CA, United States
Phone
818-681-6833
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$362.1M
Discretionary AUM
$0
Team
15 total employees; 13 advisory reps; 10 broker-dealer reps
Clients
1-10
Fees
Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Charitable organizations | 20 | $362.1M |
States served
CA, GA, NE, NM, NY, OH, TX
All web addresses on file
Official SEC filing: View on IAPD