# Capital United, LLC

> Capital United, LLC is a state-registered investment advisory firm in Hillsboro, OR, registered since 2023, with no regulatory assets under management reported in its Form ADV filing dated September 30, 2026.

- CRD: 285616
- Filed as: CAPITAL UNITED, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Hillsboro, OR
- Filing period: October 2026
- Form ADV filing dated: September 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/285616
- AdvisorCensus page: https://advisorcensus.com/firm/capital-united-llc-hillsboro-or-285616

## Quick answers

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

**Where is Capital United, LLC located?**
Capital United, LLC's principal office is in Hillsboro, OR, according to its Form ADV.

**Is Capital United, LLC registered with the SEC or a state?**
Capital United, LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 285616.

**How have Capital United, LLC's assets and staff changed since 2021?**
In the Form ADV data for Capital United, LLC: Regulatory assets under management: $500,000 in the October 2021 data and $159,300,000 in the October 2024 data, up 31760%. Total employees: 4 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**Does Capital United, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/285616

## From the Form ADV filing

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

### Clients (Item 5.D)

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

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2023 (3 years)
- Employees: 5 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NJ, OR, PR, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $500,000 | 4 | March 25, 2021 |
| October 2022 | $0 | 4 | March 14, 2022 |
| October 2024 | $159,300,000 | 0 | August 7, 2024 |
| October 2025 | Not reported | 0 | March 27, 2025 |
| October 2026 | Not reported | 5 | September 30, 2026 |

Regulatory assets under management: $500,000 in the October 2021 data and $159,300,000 in the October 2024 data, up 31760%.
Total employees: 4 in October 2021 and 5 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Capital United, LLC (CRD 285616): Form ADV filing data as of October 2026.