|
⚲
|
| Keyboard |
| Vanguard Capital Wealth Advisors LLC
✚
|
|
|---|---|
| CRD # | 285052 |
| SEC # | 801-108419 |
| CIK # | 0001730578 |
| AUM | 190.4 M (2026-03-23) |
| Employees | 5 (0% Investors, 0% Brokers) |
| Phone | 844-861-7504 |
| Address | 999 18 St Suite 3000 Denver, CO 80202 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Micron Technology Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| United Rentals Inc /DE | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| Boeing Co | 0.0 | ||
| Caterpillar Inc | 0.0 | ||
| Morgan Stanley | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 147 | 46.5 |
| (b) Individuals (high net worth individuals) | 52 | 143.9 |
| (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 | 414 | 190.4 |
| By Discretionary | ||
| Discretionary | 414 | 190.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 414 | 190.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 190.4 | |
| Total | 414 | 190.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001730578] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Related Firms | State | AUM |
|---|---|---|
|
The Vanguard Group Inc
✚
|
PA | 11,092.67 B |
|
Vanguard Advisers Inc
✚
|
PA | 344.62 B |
|
Vanguard Global Advisers LLC
✚
|
PA | 249.66 B |
|
Vanguard Capital Wealth Advisors LLC
✚
|
CO | 190.4 M |
|
Vanguard Asset Management Limited
✚
|
||
|
Vanguard Investments Australia Limited
✚
|
| Comparable Firms | State | AUM |
|---|---|---|
|
Bowen Financial Services LLC
✚
|
VA | 191.0 M |
|
Wisdom Wealth Strategies LLC
✚
|
CO | 190.5 M |
|
MJC Advisors LLC
✚
|
190.3 M | |
|
Financial Horizons Inc
✚
|
190.0 M | |
|
Pacific Value LLC
✚
|
ID | 190.0 M |
|
Blueprint Wealth Management Inc
✚
|
MD | 190.0 M |
|
HARA Capital LLC
✚
|
189.1 M | |
|
CFS Wealth Management LLC
✚
|
GA | 189.1 M |
|
ELM3 Financial Group LLC
✚
|
GA | 189.0 M |
|
Bledsoe Asset Management LLC
✚
|
AZ | 189.0 M |