Capview Advisors, LLC

RIAState Registered
Total AUM
$42.6M
Discretionary
$21.3M
50% of AUM
Avg account
$1.5M
Accounts
29
Employees
4
Advisory reps
2

Firm details

Headquarters
Coral Gables, Florida
CRD number
173319
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 34%, Other 23%, Investment Grade Corp Bonds 16%, US Government Bonds 15%, Cash & Cash Equivalents 12%34%
  • Exchange Traded Equities34%
  • Other23%
  • Investment Grade Corp Bonds16%
  • US Government Bonds15%
  • Cash & Cash Equivalents12%

Owners & executives

2 of 2
  • Oliver Hohermuth

    Oliver Hohermuth

    CEOCRD 5666120

  • Ari Wertheimer

    Chief Operating OfficerCRD 8068033

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth