CAPITAL UNITED INVESTMENTS LLC

CAPITAL UNITED INVESTMENTS LLC of YUCAIPA, CA is an SEC-registered investment adviser (CRD 312447). Regulatory assets under management: $900K.

Registration

• CRD: 312447
• Type: Registered investment adviser
• Location: YUCAIPA BLVD. SUITE A, YUCAIPA, CA, 92399
• Phone: 909-528-0197
• Latest filing: 2026-07-22
• Regulatory AUM: $900K
• Discretionary AUM: $500K
• Non-discretionary AUM: $400K
• Clients: 1
• Accounts: 12

Business model

Compensation: % of AUM, Hourly, Performance.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 312447 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search