LAS OLAS CAPITAL ADVISORS, LLC
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 Vehicles43.64%
- Corporations / Businesses37.01%
- HNWI19.01%
- Individuals0.32%
- Charitable Organizations0.02%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
LAS Olas Capital Advisors, LLC is an SEC-registered advisory LLC, active since 2015, that serves both individual/family clients and institutional investors. The firm describes itself as a capital allocator and combines traditional advisory services—financial planning and portfolio management across individuals, pooled vehicles, and institutional clients—with insurance brokerage activity. It also engages in selecting third‑party advisers and sponsors or acts as GP/managing member of pooled investment vehicles. The firm uses a mix of fee models, including asset‑based fees, hourly and fixed fees, and performance‑based arrangements. It is not positioned as an ESG investor and operates as a single‑state adviser per its filings. Ownership is registered as a domestic entity with individual ownership elements.
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 Equivalents42%
- Public Funds/Mutual Funds24%
- State & Local Bonds18%
- US Government Bonds13%
- Exchange Traded Equities3%
Owners & executives
1 of 1RAYMOND CATONE
Chief Operating OfficerCRD 2259396
Contacts
1 of 1PAUL TANNER
Founder & PresidentCRD 1147061
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Fort Lauderdale, FL
BROWARD
Location
Fort Lauderdale, FL
Headquartered in Fort Lauderdale, 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
- BROWARD
- Address
- 200 SW 1st Ave
- Time zone
- ET (UTC-5)
- Office locations
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