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CAPSTONE RIA
VVR HOLDINGS LLC
CRD 334343 · SEC 801-131983
114 W MAGNOLIA STREET, SUITE #444, BELLINGHAM, WA, 98225, United States
Phone
877-739-6007
Fax
8773699308
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$241.1M
Discretionary AUM
$241.1M
Team
3 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 175 | $79.5M |
| High net worth individuals | 87 | $161.6M |
States served
AK, AZ, ID, IN, LA, MT, NV, OR, WA, TX
All web addresses on file
Official SEC filing: View on IAPD