Green Capital Private Wealth
Firm details
- Headquarters
- Miami, Florida
- CRD number
- 323357
- Registered since
- March 11, 2026
- Fee structure
- Fixed Fees
- Client types
- Corporations / Businesses100%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Green Capital Private Wealth is an LLC that registered with the SEC in 2026 and targets institutional clients while offering a range of advisory services. The firm provides financial planning and portfolio management for individuals, small businesses and for business or institutional clients. Its business model uses a fixed-fee arrangement rather than percentage-based asset fees, and the firm is not positioned as a capital allocator. Green Capital does not identify as an active ESG investor and is not a multi-state adviser.
Assets & Accounts
Investments & Alternatives
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
- Cash & Cash Equivalents100%
Contacts
3 of 3Mark Shows
CRD 2657362
Anthony Luke
CCOCRD 8233710
Angela Guzman
CRD 8233331
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Miami, FL
Miami Dade
Location
Miami, FL
Headquartered in Miami, 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
- 1110 Brickell Ave
- Time zone
- ET (UTC-5)
- Office locations
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