RIA Intel›Advisers›Florida›EFG CAPITAL ADVISORS INC.

EFG CAPITAL ADVISORS INC.

Advisory

N·MIAMI, FL

Data as of Mar 29, 2018 · Source: SEC Form ADV

Total AUM

$226M

1-Year AUM Growth

-75.2%

3-Year CAGR

-53.0%

Employees

2

Assets Under Management

Total AUM$226M

Discretionary AUM$94M

Non-Discretionary AUM$132M

Discretionary %41.7%

Total Clients—

Team

Total Employees2

Investment Advisers8

Employee Growth (1Y)—

Filing History

Total Filings on Record42

First FilingApr 23, 2001

Latest FilingMar 29, 2018

🔒 Full AUM trend chart and 42 historical filings spanning 17+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on EFG CAPITAL ADVISORS INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.