A complete list of active advisors currently associated with Capital V Group LLC

Warmer can help you find a great advisor at Capital V Group LLC or one who fits your needs even better.

Capital V Group LLC provides financial planning and consulting services to individuals (including high‑net‑worth clients), business entities, and pension or retirement plans. The firm focuses on creating and updating written financial plans and consulting projects rather than providing discretionary portfolio management or accepting custody of client assets. The adviser begins engagements with a financial inventory and analysis of liabilities, cash flow, tax considerations and insurance needs, and uses both fundamental and technical analysis when evaluating investments and managers. Recommended approaches may include strategic, tactical, constant‑weighting, dynamic asset allocation and Modern Portfolio Theory, and plans are reviewed periodically for clients with ongoing relationships. Compared with many firms in the investment‑manager category, Capital V is notable for its affiliations with a broker‑dealer (LPL Financial) and with multiple insurance companies; associated persons may act as registered representatives or insurance agents and may receive commissions or trail compensation. The firm charges hourly fees for planning rather than percentage‑of‑AUM advisory fees and does not manage pooled assets or custody client funds, differences the brochure discloses as potential conflicts.

To learn more about the advisors currently working at Capital V Group LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Arvind Venkateswaran	Cupertino, CA	11

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