LAS Olas Capital Advisors, LLC

RIASEC RegisteredEst. 2015

Total AUM

$267M

Discretionary

$267M

100% of AUM

Avg account

$29.7M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Fort Lauderdale, Florida
CRD number: 175077
Registered since: July 15, 2015
Website: lasolascap.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: Pooled Investment Vehicles77.24%
HNWI22.52%
Individuals0.23%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

LAS Olas Capital Advisors, LLC is a privately held advisory firm organized as an LLC and registered with the SEC in 2015. The firm serves both individuals and families as well as institutional clients. It combines traditional advisory work—financial planning and discretionary portfolio management for individuals, small businesses, pooled vehicles and institutions—with insurance brokerage services. LAS Olas charges a mix of fee types (percentage of AUM, hourly, fixed fees and performance-based fees) and is owned by a combination of a domestic entity and an individual. The firm does not describe itself as an active ESG investor and is not registered as a multi-state adviser.