RIA Intel›Advisers›California›AZTEC CAPITAL LLC

AZTEC CAPITAL LLC

Advisory

CA

Data as of Jul 2, 2023 · Source: SEC Form ADV

Rank in CA

#5,128

of 5,480 advisers by AUM

Average account

$120K

across 20 accounts

AUM per adviser

$2M

1 advisers

Source: SEC Form ADV. Figures as filed Jul 2, 2023.

Total AUM

$2M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$2M

Discretionary AUM$2M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients20

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

20 clients

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

WEST GATE ADVISORS, LLC

LOS ANGELES, CA

$2M

STAMPER CAPITAL & INVESTMENTS, INC.

$2M

FRITCH, PAUL, EDWARD

$2M

GATOR INVESTMENT ADVISORS, LLC

$2M

GREENLIGHT FINANCIAL PLANNING, LLC

$2M

Q4 STRATEGIC EQUITY ADVISORS INC

$2M

Get the full picture on AZTEC CAPITAL LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track AZTEC CAPITAL LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans