CAPVIEW ADVISORS, LLC.

CAPVIEW ADVISORS, LLC. of CORAL GABLES, FL is an SEC-registered investment adviser (CRD 173319). Regulatory assets under management: $42.6M.

Registration

• CRD: 173319
• Type: Registered investment adviser
• Location: 121 ALHAMBRA PLAZA, CORAL GABLES, FL, 33134
• Phone: 305 200-4188
• Latest filing: 2026-01-05
• Regulatory AUM: $42.6M
• Discretionary AUM: $21.3M
• Non-discretionary AUM: $21.3M
• Clients: 4
• Accounts: 29

Business model

Compensation: % of AUM.

Clients served: High net worth, Charities, Investment cos.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 173319 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search