{
  "crd_number": 173319,
  "slug": "capview-advisors-llc-coral-gables-fl-173319",
  "primary_business_name": "CAPVIEW ADVISORS, LLC.",
  "legal_name": "CAPVIEW ADVISORS, LLC.",
  "dbas": [],
  "city": "Coral Gables",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "33100",
  "metro": {
    "cbsa_code": "33100",
    "common_name": "Miami",
    "msa_name": "Miami-Fort Lauderdale-West Palm Beach, FL",
    "path": "/advisors/fl/miami"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2015-06-04",
  "years_registered": 11,
  "period": "2026-10-01",
  "filing_date": "2026-01-05",
  "carried_forward": false,
  "raum_total": 42634584.0,
  "raum_discretionary": 21317292.0,
  "raum_non_discretionary": 21317292.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 4,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "high_net_worth_individuals": {
      "raum": 41689583.0,
      "count": 28
    },
    "pooled_investment_vehicles": {
      "raum": 945001.0,
      "count": 1
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "TX"
  ],
  "websites": [
    "https://capviewadvisors.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/173319",
  "city_as_filed": "CORAL GABLES",
  "url": "https://advisorcensus.com/firm/capview-advisors-llc-coral-gables-fl-173319",
  "display_name": "Capview Advisors, LLC.",
  "summary": "Capview Advisors, LLC. is a state-registered investment advisory firm in Coral Gables, FL, registered since 2015, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 5, 2026.",
  "citation": "AdvisorCensus. Capview Advisors, LLC. (CRD 173319): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Capview Advisors, LLC. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Capview Advisors, LLC. reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Capview Advisors, LLC. located?",
      "a": "Capview Advisors, LLC.'s principal office is in Coral Gables, FL, according to its Form ADV."
    },
    {
      "q": "Is Capview Advisors, LLC. registered with the SEC or a state?",
      "a": "Capview Advisors, LLC. is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 173319."
    },
    {
      "q": "How much does Capview Advisors, LLC. manage?",
      "a": "Capview Advisors, LLC. reports $42,634,584 in regulatory assets under management in its Form ADV filing dated January 5, 2026 (50% discretionary)."
    },
    {
      "q": "What types of clients does Capview Advisors, LLC. serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (28); pooled investment vehicles (other than investment companies and business development companies) (1)."
    },
    {
      "q": "Does Capview Advisors, LLC. report any disciplinary disclosures?",
      "a": "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/173319"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/capview-advisors-llc-coral-gables-fl-173319.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 28,
      "fewer_than_5": false,
      "raum": 41689583.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 945001.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/173319",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}