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| Capital Developers LLC
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| |
|---|---|
| CRD # | 292797 |
| SEC # | 801-117021 |
| CIK # | |
| AUM | $162.8 MM (2024-05-15) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 252-756-7005 |
| Address | 500 Red Banks Road Greenville, NC 27858 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 141 | 49.3 |
| (b) Individuals (high net worth individuals) | 56 | 112.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 1.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 705 | 162.8 |
| By Discretionary | ||
| Discretionary | 655 | 159.9 |
| Non-Discretionary | 50 | 2.9 |
| Total | 705 | 162.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 162.8 | |
| Total | 705 | 162.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Principia Wealth Advisory LLC
✚
|
TX | 0.2 |
|
Tranquilli Financial Advisor LLC
✚
|
NJ | 0.2 |
|
Clark Monroe Blackman LLC
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|
TX | 0.2 |
|
IBN Financial Services Inc
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|
NY | 0.2 |
|
Dominguez Wealth Management Solutions Inc
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|
VA | 0.2 |
|
McGinn Penninger Investment Managment Inc
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|
VA | 0.2 |
|
Kelley Investments LLC
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|
CA | 0.2 |
|
Bancolombia Capital Advisers LLC
✚
|
FL | 0.2 |
|
Pathwise Wealth Partners LLC
✚
|
CA | 0.2 |
|
IKE Capital LLC
✚
|
NY | 0.2 |