RIA Intel›Advisers›Florida›CAPVIEW ADVISORS, LLC.

CAPVIEW ADVISORS, LLC.

Advisory

CORAL GABLES, FL

Data as of Jan 5, 2026 · Source: SEC Form ADV

Rank in FL

#1,678

of 2,610 advisers by AUM

Average account

$1M

across 29 accounts

AUM per adviser

$21M

2 advisers

Source: SEC Form ADV. Figures as filed Jan 5, 2026.

Total AUM

$43M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$43M

Discretionary AUM$21M

Non-Discretionary AUM$21M

Discretionary %50%

Total Clients29

Team

Total Employees4

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, TX

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

29 clients

28 high-net-worth

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

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