Capview Advisors, LLC
Firm details
- Headquarters
- Coral Gables, Florida
- CRD number
- 173319
- Website
- risingstarfinancial.com
- Fee structure
- Percentage of AUM
- Client types
- HNWI97.78%
- Pooled Investment Vehicles2.22%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
Capview Advisors, LLC is structured as a limited liability company that serves both individual/family and institutional clients. The firm positions itself as a capital allocator and charges clients a fee calculated as a percentage of assets under management. Its advisory services include portfolio management for individuals and small businesses, management of pooled investment vehicles, and the selection of third‑party advisers. Capview is registered to operate in Florida and Texas. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities34%
- Other23%
- Investment Grade Corp Bonds16%
- US Government Bonds15%
- Cash & Cash Equivalents12%
Owners & executives
2 of 2
Oliver Hohermuth
CEOCRD 5666120
Ari Wertheimer
Chief Operating OfficerCRD 8068033
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Coral Gables, FL
Miami Dade
Location
Coral Gables, FL
Headquartered in Coral Gables, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Miami Dade
- Address
- 121 Alhambra Plz
- Time zone
- ET (UTC-5)
- Office locations
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