Capital View Wealth Management, LLC

Overview

Capital View Wealth Management, LLC is a small, client-focused RIA that concentrates on discretionary portfolio management for individuals and small businesses. The firm charges a percentage of assets under management and can also bill on an hourly basis, indicating a mix of ongoing advisory relationships and project-based work. Capital View Wealth Management, LLC is not positioned as an ESG-driven allocator and does not operate as a multi-state adviser; its model centers on traditional wealth-management services delivered through customized portfolios. Investment activity shows a pronounced equity tilt: the firm favors exchange-traded equities and uses separate managed account structures to implement those exposures. Capital View Wealth Management, LLC supplements its equity allocations with mutual funds and third-party hedge funds when seeking strategies that either broaden market exposure or pursue uncorrelated returns. Given the client base of individuals and families and the firm’s relatively compact asset base, portfolios are likely implemented with a focus on liquidity, cost control and manager selection rather than extensive proprietary alternative investments.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices