LAS OLAS CAPITAL ADVISORS, LLC

RIASEC RegisteredEst. 2015
Total AUM
$552M
Discretionary
$552M
100% of AUM
Avg account
$12.3M
Accounts
45
Employees
8
Advisory reps
2

Firm details

Headquarters
Fort Lauderdale, Florida
CRD number
175077
Registered since
July 15, 2015
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

FINTRX

Overview

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

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: Cash & Cash Equivalents 42%, Public Funds/Mutual Funds 24%, State & Local Bonds 18%, US Government Bonds 13%, Exchange Traded Equities 3%42%
  • Cash & Cash Equivalents42%
  • Public Funds/Mutual Funds24%
  • State & Local Bonds18%
  • US Government Bonds13%
  • Exchange Traded Equities3%

Owners & executives

1 of 1
  • RAYMOND CATONE

    Chief Operating OfficerCRD 2259396

Contacts

1 of 1
  • PAUL TANNER

    Founder & PresidentCRD 1147061

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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth