Capview Advisors, LLC.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$41,689,583
Clients
28
Advisors
1
of 4 employees
About
Capview Advisors, LLC is a fee-only investment adviser that works primarily with high‑net‑worth individuals, trusts, estates, charitable organizations, and corporations. The firm provides discretionary and non‑discretionary asset management, periodic financial reviews, and can serve as a sub‑advisor to other registered advisers.
The firm’s investment work relies on fundamental analysis combined with strategic, tactical, and dynamic asset‑allocation approaches, documented in an Investment Policy Statement and monitored against global monetary trends. Portfolios are managed through custodian relationships with trading execution and reporting delegated to qualified custodians; clients receive regular account statements and retain voting authority for proxies.
Compared with many similarly sized supported firms, Capview manages and provides portfolio management services to pooled investment vehicles—an uncommon activity for firms in this category—and has a recent ownership restructuring under a holding company following an acquisition and name change. The firm’s personnel bring international private‑banking and capital‑markets experience and the adviser discloses relationships that can provide access to private investment opportunities and custodial‑provided research, along with disclosed referral and custodial economic‑benefit arrangements.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.25% annually $1,000,001 - $3,000,000: 1.1% annually $3,000,001 - $5,000,000: 1.0% annually $5,000,001 - $10,000,000: 0.8% annually Over $10,000,000+: 0.6% annually
Account minimum: $1,000,000 Fee-only: Fee-only investment management firm, no commissions or external compensation for sales.
Main office
121 Alhambra Plaza, # 1000
Coral Gables FL 33134, United States
Offices (1)
Most active in
Florida · Texas
Also doing business as
Capview Advisors · Capview Advisors, LLC. · International Union Advisers · International Union Advisors · Iuadvisers · Iuadvisors · Rising Star Financial · Rising Star Financial Advisers · Rising Star Financial Advisers, LLC. · Rising Star Financial, LLC · Rising Star Financial, LLC.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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