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724 CAPITAL, LLC
CRD 318170 · SEC 801-123098
AZ, United States
Phone
517-256-4319
Fax
N/A
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$258.9M
Discretionary AUM
$258.9M
Team
14 total employees; 14 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 976 | $141.0M |
| High net worth individuals | 271 | $106.1M |
| Charitable organizations | 10 | $9.7M |
| Corporations/business entities | 13 | $2.1M |
States served
AZ, CA, CO, GA, ID, IL, IN, MI, NC, OH, OR, PA, PR, TN, VA, WI, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD