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| Happy Holidays!! thanks for using AUM13F!! |
| Vanguard Capital Wealth Advisors LLC
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|---|---|
| CRD # | 285052 |
| SEC # | 801-108419 |
| CIK # | 0001730578 |
| AUM | $171.3 M (2025-03-19) |
| Employees | 5 (0% Investors, 0% Brokers) |
| Phone | 844-861-7504 |
| Address | 999 18 St Suite 3000 Denver, CO 80202 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001730578 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Abrdn Emerging Markets Equity Income Fund Inc | 0.0 | ||
| United Rentals Inc /DE | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Facebook Inc | 0.0 | ||
| ETFS Platinum Trust | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| iShares Silver Trust | 0.0 | ||
| Morgan Stanley | 0.0 | ||
| Boeing Co | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Caterpillar Inc | 0.0 | ||
| Bank of America Corp /DE/ | 0.0 | ||
| Cameco Corp | 0.0 | ||
| Micron Technology Inc | 0.0 | ||
| Tesla Motors Inc | 0.0 | ||
| Netflix Inc | 0.0 | ||
| MGM Resorts International | 0.0 | ||
| McDonalds Corp | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Schlumberger Ltd /NV/ | 0.0 | ||
| AbbVie Inc | 0.0 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 141 | 44.8 |
| (b) Individuals (high net worth individuals) | 42 | 126.5 |
| (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 | 403 | 171.3 |
| By Discretionary | ||
| Discretionary | 403 | 171.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 403 | 171.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 171.3 | |
| Total | 403 | 171.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001730578] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
The Vanguard Group Inc
✚
|
PA | 10,246.6 |
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Vanguard Global Advisers LLC
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PA | 491.4 |
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Vanguard Asset Management Limited
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483.0 | |
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Vanguard Advisers Inc
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PA | 300.4 |
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Vanguard Investments Australia Limited
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92.4 | |
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Vanguard Capital Wealth Advisors LLC
✚
|
CO | 0.2 |
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Four Quadrant Wealth Advisors Inc
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|
IN | 0.2 |
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8th Street Investments LLC
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VA | 0.2 |
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TX | 0.2 |
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Seed Wealth Management Inc
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0.2 | |
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Setchfield Associates LLC
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M Wealth Management LLC
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|
Cedarstone Advisors
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|
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Helmsman Financial Group LLC
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