Eurocapital Advisors, Inc logo

Eurocapital Advisors, Inc

Updated today

Client assets under management

$103,595,993

Clients

9

100% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

5

Very Low

Average account size

$11,510,666

About

EuroCapital provides investment advice and wealth management services to high‑net‑worth individuals, families, trusts, estates and charitable organizations through an Asset Management Program and an Advisory Referral Program. The firm manages roughly $103.6 million across a small number of accounts and generally works with account sizes that exceed typical retail thresholds.

Clients may elect discretionary or non‑discretionary arrangements; in practice EuroCapital operates primarily on a non‑discretionary basis, rebalancing and trading with client authorization and monitoring accounts through periodic reviews. The firm uses a combination of fundamental analysis and modern portfolio theory to build asset‑class allocations and routinely collaborates with third‑party money managers and clients’ other professional advisers.

EuroCapital discloses a material non‑U.S. client base and formal affiliations with other investment advisers and private fund entities, including shared‑director and mutual‑referral arrangements noted in its Form ADV. The mix of an international client focus, a small roster of relatively large accounts, and a predominance of non‑discretionary mandates is uncommon among peers in its supported‑firm category.

Client services

Portfolio management

Expertise

Wealth management

Demographic focus

HENRY (High Earners, Not Rich Yet)

Fee options

Percentage

$0 - $25,000,000: 0.75% - 1.00% annually $25,000,000 - $50,000,000: 0.50% annually $50,000,000+: 0.375% annually

Main office location

Eurocapital Advisors, Inc

1001 Brickell Bay Drive, Suite 2700

Miami FL 33131, United States

Number of offices

1

Most active in

Florida

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Pablo A

Series 63, Series 65

Miami, FL

Eurocapital Advisors, Inc

Pablo Alonso is a financial advisor at Eurocapital Advisors, Inc. in Miami, FL, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Eurocapital Advisors since 2003. In addition to his advisory role, he serves as Vice President in Private Banking at Banco Santander Central Hispano Internacional. Eurocapital Advisors provides portfolio management and financial planning services primarily for high-net-worth individuals, families, trusts, estates, and charitable organizations. The firm manages a small client base, offering discretionary and non-discretionary account management, and is notable for its substantial non-U.S. client footprint and formal affiliations with overseas advisory and fund entities.

Wealth management HENRY (High Earners, Not Rich Yet)
user avatar

Patricio D

Series 66

Miami, FL

Eurocapital Advisors, Inc

Patricio Diez Romero Valdespino is a financial advisor at Eurocapital Advisors, Inc. in Miami, FL, holding a Series 66 designation with 22 years of industry experience. He has been with Eurocapital Advisors since 2003. Outside of his advisory role, Patricio serves as a Director of COBAS LUX SICAV & Alternative Fund SICAV, where he oversees governance and service providers. Eurocapital Advisors provides portfolio management and financial planning for high-net-worth individuals, families, trusts, estates, and charitable organizations. The firm emphasizes a blend of fundamental analysis and Modern Portfolio Theory to create customized asset allocations and often structures relationships on a non-discretionary basis while coordinating with clients’ other advisors.

Wealth management HENRY (High Earners, Not Rich Yet)
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