|
⚲
|
| Vanguard Capital Wealth Advisors LLC
✚
|
|
|---|---|
| CRD # | 285052 |
| SEC # | 801-108419 |
| CIK # | 0001730578 |
| AUM | $194.6 MM (2024-03-19) |
| Employees | 1 (0% Investors, 0% Brokers) |
| Phone | 844-861-7504 |
| Address | 999 18 St Suite 3000 Denver, CO 80202 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| AAPL | 2,382.8 | 0.0 | |
| AMZN | 1,093.0 | 0.0 | |
| NVDA | 399.6 | 0.0 | |
| GOOG | 1,482.6 | 0.0 | |
| UNH | 477.0 | 0.0 | |
| META | 434.9 | 0.0 | |
| MA | 309.6 | 0.0 | |
| AVGO | 201.3 | 0.0 | |
| MU | 64.6 | 0.0 | |
| TSLA | 723.4 | 0.0 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 155 | 42.9 |
| (b) Individuals (high net worth individuals) | 42 | 151.7 |
| (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 | 195 | 194.6 |
| By Discretionary | ||
| Discretionary | 195 | 194.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 195 | 194.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 194.6 | |
| Total | 195 | 194.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001730578] |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
The Vanguard Group Inc
✚
|
PA | 7,909.8 |
|
Vanguard Global Advisers LLC
✚
|
PA | 432.7 |
|
Vanguard Asset Management Limited
✚
|
403.3 | |
|
Vanguard Advisers Inc
✚
|
PA | 333.1 |
|
Vanguard Investments Australia Limited
✚
|
83.8 | |
|
Vanguard Capital Wealth Advisors LLC
✚
|
CO | 0.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Global Financial Advisory Services Inc
✚
|
CA | 0.2 |
|
Codex Capital LLC
✚
|
TX | 0.2 |
|
Warnke/Nichols Ltd
✚
|
WI | 0.2 |
|
Sander Capital Advisors Inc
✚
|
WA | 0.2 |
|
Brighton Securities Capital Management Inc
✚
|
NY | 0.2 |
|
Mittelman Wealth Management LLC
✚
|
MA | 0.2 |
|
Citrine Capital LLC
✚
|
CA | 0.2 |
|
Waycross Investment Management Company
✚
|
WA | 0.2 |
|
Lyle Allan Glen
✚
|
CA | 0.2 |
|
Thompson Capital Management LLC
✚
|
IL | 0.2 |