RIA Intel›Advisers›Florida›CAPITAL APPRECIATION, INC.

CAPITAL APPRECIATION, INC.

Advisory

SUNRISE, FL

Data as of Mar 17, 2026 · Source: SEC Form ADV

Rank in FL

#1,523

of 2,610 advisers by AUM

Average account

$187K

across 333 accounts

AUM per adviser

$31M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 17, 2026.

Total AUM

$62M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

5

Assets Under Management

Total AUM$62M

Discretionary AUM$62M

Non-Discretionary AUM$638K

Discretionary %99%

Total Clients187

Team

Total Employees5

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InFL

Succession Risk

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

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Peer Benchmarking

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

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Owners & Officers

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

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Client Demographics

187 clients

17 high-net-worth

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

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