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| Vanguard Capital Wealth Advisors LLC
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|---|---|
| CRD # | 285052 |
| SEC # | 801-108419 |
| CIK # | 0001730578 |
| AUM | $152.9 MM (2023-03-22) |
| Employees | 1 (0% Investors, 0% Brokers) |
| Phone | 949-474-0490 |
| Address | 1600 Broadway, Suite 1600 Denver, CO 80202 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| AAPL | 2,382.8 | 0.0 | |
| UNH | 477.0 | 0.0 | |
| AMZN | 1,093.0 | 0.0 | |
| TSLA | 723.4 | 0.0 | |
| MA | 309.6 | 0.0 | |
| GOOG | 1,482.6 | 0.0 | |
| MSFT | 1,918.2 | 0.0 | |
| URI | 17.8 | 0.0 | |
| BA | 82.1 | 0.0 | |
| NVDA | 399.6 | 0.0 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 138 | 34.0 |
| (b) Individuals (high net worth individuals) | 51 | 119.0 |
| (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 | 0 | 0.0 |
| (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 | 398 | 152.9 |
| By Discretionary | ||
| Discretionary | 398 | 152.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 398 | 152.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 152.9 | |
| Total | 398 | 152.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001730578] |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
The Vanguard Group Inc
✚
|
PA | 6,649.2 |
|
Vanguard Global Advisers LLC
✚
|
PA | 337.5 |
|
Vanguard Asset Management Limited
✚
|
318.5 | |
|
Vanguard Advisers Inc
✚
|
PA | 299.2 |
|
Vanguard Investments Australia Limited
✚
|
74.5 | |
|
Vanguard Capital Wealth Advisors LLC
✚
|
CO | 0.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Comprehensive Financial Planning Inc
✚
|
OK | 0.2 |
|
Lewis Asset Management LLC
✚
|
CA | 0.2 |
|
Atwater Wealth Management Inc
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|
MA | 0.2 |
|
Kenneth Frenke & Co Inc
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|
NC | 0.2 |
|
Carbahal Olsen Financial Services Group LLC
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CA | 0.2 |
|
Robinson Value Management Ltd
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TX | 0.2 |
|
RD Lewis Holdings Inc
✚
|
FL | 0.2 |
|
Mentor Capital Management Inc
✚
|
IL | 0.2 |
|
Secure Planning LLC
✚
|
NH | 0.2 |
|
Forthright Family Wealth Advisory LLC
✚
|
TX | 0.2 |