# View Capital RIA, LP

> View Capital RIA, LP is an SEC-registered investment advisory firm in Dallas, TX, registered since 2004, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 130678
- Filed as: VIEW CAPITAL RIA, LP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Dallas, TX
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/130678
- AdvisorCensus page: https://advisorcensus.com/firm/view-capital-ria-lp-dallas-tx-130678

## Quick answers

**How is View Capital RIA, LP compensated?**
On its Form ADV (Item 5.E, October 2026), View Capital RIA, LP reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees.

**Where is View Capital RIA, LP located?**
View Capital RIA, LP's principal office is in Dallas, TX, according to its Form ADV.

**Is View Capital RIA, LP registered with the SEC or a state?**
View Capital RIA, LP is an SEC-registered investment advisory firm, registered since 2004. Status as filed: Approved. CRD 130678.

**How much does View Capital RIA, LP manage?**
View Capital RIA, LP reports $1,815,837,887 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (34% discretionary).

**How have View Capital RIA, LP's assets and staff changed since 2021?**
In the Form ADV data for View Capital RIA, LP: Regulatory assets under management: $1,185,263,963 in the October 2021 data and $1,815,837,887 in the October 2026 data, up 53%. Total employees: 18 in October 2021 and 18 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does View Capital RIA, LP serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (126); individuals (other than high net worth individuals) (9); pooled investment vehicles (other than investment companies and business development companies) (4).

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

**Does View Capital RIA, LP 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/130678

**What changed in View Capital RIA, LP's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 12 to 11.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Minimum annual fee: $1,000

> A $1,000.00 minimum annual fee applies to any advisory account.

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.
- Pershing LLC

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: $1,815,837,887
- Discretionary: $619,394,926
- Non-discretionary: $1,196,442,961

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 9 | $4,945,216 |
| High net worth individuals | 126 | $1,732,768,558 |
| Pooled investment vehicles (other than investment companies and business development companies) | 4 | $53,312,278 |
| Charitable organizations | 2 | $24,811,835 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2004 (22 years)
- Employees: 18 total, 11 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, LA, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- view-cap.com
- LinkedIn @view-capital-advisors-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,185,263,963 | 18 | March 31, 2021 |
| October 2022 | $1,572,496,402 | 18 | March 29, 2022 |
| October 2023 | $1,456,718,467 | 17 | March 31, 2023 |
| October 2024 | $1,603,807,745 | 17 | July 1, 2024 |
| October 2025 | $1,774,409,102 | 18 | March 26, 2025 |
| October 2026 | $1,815,837,887 | 18 | March 30, 2026 |

Regulatory assets under management: $1,185,263,963 in the October 2021 data and $1,815,837,887 in the October 2026 data, up 53%.
Total employees: 18 in October 2021 and 18 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 12 to 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. View Capital RIA, LP (CRD 130678): Form ADV filing data as of October 2026.