Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$529,819,035
Total clients
174
100% high-net worth
Total advisors
5
of 5 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
35
Average account size
$3,044,937
1.00% annually
Commission-based compensation earned separately by insurance agents and real estate agents affiliated with the firm; amounts not specified.
Fixed portion: up to 1.00% per annum of portfolio equity, payable quarterly in arrears; Plus 10% of annual gross profits above risk-free rate after exceeding a high-water mark within a 12-month period.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Vizcaya Capital, LLC
40 Sw 13 Th Street, Suite 1002
Miami FL 33130, United States
Number of offices
4
Series 63, Series 66
Lakeville, CT
Vizcaya Capital, LLC
Series 65
Miami, FL
Vizcaya Capital, LLC
Series 66
Miami, FL
Vizcaya Capital, LLC
Series 65
Miami, FL
Vizcaya Capital, LLC
Series 65, Series 66
New York, NY
Vizcaya Capital, LLC
Series 66
Houston, TX
Vizcaya Capital, LLC
Series 65, Series 66
Miami, FL
Vizcaya Capital, LLC
Series 63, Series 65
Miami, FL
Vizcaya Capital, LLC
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