Capview Advisors, LLC.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$41,689,583
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
28
100% high-net worth
Advisors
1
of 4 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
28
LowAverage account size
$1,488,914
About
Capview Advisors, LLC is a fee-only investment adviser that works primarily with high‑net‑worth individuals, trusts, estates, charitable organizations, and corporations. The firm provides discretionary and non‑discretionary asset management, periodic financial reviews, and can serve as a sub‑advisor to other registered advisers.
The firm’s investment work relies on fundamental analysis combined with strategic, tactical, and dynamic asset‑allocation approaches, documented in an Investment Policy Statement and monitored against global monetary trends. Portfolios are managed through custodian relationships with trading execution and reporting delegated to qualified custodians; clients receive regular account statements and retain voting authority for proxies.
Compared with many similarly sized supported firms, Capview manages and provides portfolio management services to pooled investment vehicles—an uncommon activity for firms in this category—and has a recent ownership restructuring under a holding company following an acquisition and name change. The firm’s personnel bring international private‑banking and capital‑markets experience and the adviser discloses relationships that can provide access to private investment opportunities and custodial‑provided research, along with disclosed referral and custodial economic‑benefit arrangements.
Client services
Portfolio management
Selection of other advisers
Expertise
Active portfolio management
Concentrated stock management
Fee options
$0 - $1,000,000: 1.25% annually $1,000,001 - $3,000,000: 1.1% annually $3,000,001 - $5,000,000: 1.0% annually $5,000,001 - $10,000,000: 0.8% annually Over $10,000,000+: 0.6% annually
Account minimum: $1,000,000 Fee-only: Fee-only investment management firm, no commissions or external compensation for sales.
Main office location
Capview Advisors, LLC.
121 Alhambra Plaza, # 1000
Coral Gables FL 33134, United States
Number of offices
2
Most active in
Capview Advisors, LLC. has reported serving >5 clients in these states in the last 12 months.
Florida · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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