# Capview Advisors, LLC.

> 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.

- CRD: 173319
- Filed as: CAPVIEW ADVISORS, LLC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Coral Gables, FL
- Filing period: October 2026
- Form ADV filing dated: January 5, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/173319
- AdvisorCensus page: https://advisorcensus.com/firm/capview-advisors-llc-coral-gables-fl-173319

## Quick answers

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

**Where is Capview Advisors, LLC. located?**
Capview Advisors, LLC.'s principal office is in Coral Gables, FL, according to its Form ADV.

**Is Capview Advisors, LLC. registered with the SEC or a state?**
Capview Advisors, LLC. is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 173319.

**How much does Capview Advisors, LLC. manage?**
Capview Advisors, LLC. reports $42,634,584 in regulatory assets under management in its Form ADV filing dated January 5, 2026 (50% discretionary).

**What types of clients does Capview Advisors, LLC. serve?**
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).

**Does Capview Advisors, 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/173319

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $42,634,584
- Discretionary: $21,317,292
- Non-discretionary: $21,317,292

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 28 | $41,689,583 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $945,001 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 2015 (11 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Capview Advisors, LLC. (CRD 173319): Form ADV filing data as of October 2026.