# Van Liew Capital Inc

> Van Liew Capital Inc is a state-registered investment advisory firm in Providence, RI, registered since 2009, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 105502
- Filed as: VAN LIEW CAPITAL INC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Providence, RI
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/105502
- AdvisorCensus page: https://advisorcensus.com/firm/van-liew-capital-inc-providence-ri-105502

## Quick answers

**How is Van Liew Capital Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Van Liew Capital Inc reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Van Liew Capital Inc located?**
Van Liew Capital Inc's principal office is in Providence, RI, according to its Form ADV.

**Is Van Liew Capital Inc registered with the SEC or a state?**
Van Liew Capital Inc is a state-registered investment advisory firm, registered since 2009. Status as filed: APPROVED. CRD 105502.

**How much does Van Liew Capital Inc manage?**
Van Liew Capital Inc reports $67,190,511 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary).

**What types of clients does Van Liew Capital Inc serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (6).

**Does Van Liew Capital Inc 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/105502

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $67,190,511
- Discretionary: $67,190,511
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $835,925 |
| High net worth individuals | 6 | $57,742,117 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $7,985,247 |
| Charitable organizations | Fewer than 5 | $627,222 |

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

### Firm details
- Registered since: 2009 (17 years)
- Employees: 5 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: RI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Van Liew Capital Inc (CRD 105502): Form ADV filing data as of October 2026.
