# Approach Capital LLC

> Approach Capital LLC is an SEC-registered investment advisory firm, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 21, 2026.

- CRD: 291807
- Filed as: APPROACH CAPITAL LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: July 21, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/291807
- AdvisorCensus page: https://advisorcensus.com/firm/approach-capital-llc-291807

## Quick answers

**How is Approach Capital LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Approach Capital LLC reports these compensation arrangements: a percentage of assets under its management.

**Is Approach Capital LLC registered with the SEC or a state?**
Approach Capital LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 291807.

**How much does Approach Capital LLC manage?**
Approach Capital LLC reports $100,000,000 in regulatory assets under management in its Form ADV filing dated July 21, 2026 (100% discretionary).

**What types of clients does Approach Capital LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (85); individuals (other than high net worth individuals) (15).

**Which custodians does Approach Capital LLC use?**
Approach Capital LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Vantage Self Directed Retirement Plans as custodians holding 10% or more of its separately managed account assets.

**Does Approach Capital LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/291807

**Does Approach Capital LLC state an account minimum?**
Its Form ADV Part 2A brochure dated July 21, 2026 says: "There is an account minimum of $10,000, which may be waived by Approach Capital in its discretion."

**What changed in Approach Capital LLC's recent Form ADV filings?**
In the June 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated July 21, 2026)

- Account minimum: $10,000 (the brochure says it may be waived or negotiated)

> There is an account minimum of $10,000, which may be waived by Approach Capital in its discretion.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Vantage Self Directed Retirement Plans

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $100,000,000
- Discretionary: $100,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 15 | $5,000,000 |
| High net worth individuals | 85 | $95,000,000 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Mesa, AZ

### Websites listed on Form ADV (Item 1.I)
- approachcp.com

## Changes in the filing (last 12 months)

### June 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Approach Capital LLC (CRD 291807): Form ADV filing data as of October 2026.