Facts and Insights
Capital V Group LLC is a leading financial advisory firm that has been providing expert financial guidance to clients for over a decade. With a team of experienced financial advisors, Capital V Group LLC has become a trusted partner for individuals, families, and businesses seeking to manage their wealth and achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
As of 2020, Capital V Group LLC has over $1.5 billion in assets under management, making it one of the top advisory firms in the industry. The firm has a team of over 50 advisors who collectively have over 100 years of experience in the financial industry. Capital V Group LLC has been in business since 2008 and has continually grown and expanded its services to meet the changing needs of its clients.
| Year | Assets Under Management | Number of Advisors |
|---|---|---|
| 2020 | $1.5 billion | 50 |
| 2019 | $1.3 billion | 45 |
| 2018 | $1 billion | 40 |
Financial Services Offered
Capital V Group LLC offers a wide range of financial services, including investment management, retirement planning, tax planning, estate planning, and risk management. The firm takes a holistic approach to financial planning, ensuring that all aspects of a client’s financial well-being are taken into consideration. With access to a diverse selection of investment options, Capital V Group LLC can tailor its services to meet the unique needs and goals of each client.
Client Types
Capital V Group LLC caters to a diverse client base, including high-net-worth individuals, families, and businesses. The firm understands that each client has specific financial needs and goals, and works closely with them to develop a personalized financial plan that aligns with their values and objectives.
Fees & Compensation
Capital V Group LLC follows a fee-only compensation structure, which means that the firm receives payment directly from its clients and does not earn commissions from financial products. This ensures that the firm’s advisors act solely in the best interest of their clients and are not influenced by any potential conflicts of interest.
Background
Capital V Group LLC was founded by a group of financial experts with a vision to provide transparent and unbiased financial advice to clients. The firm is headquartered in New York City and has offices in multiple locations across the country. The team at Capital V Group LLC is dedicated to staying up-to-date with the latest financial trends and opportunities, ensuring that clients receive the most current and relevant advice.
Financial Advisor Disclosures to Know
As a registered investment advisor, Capital V Group LLC is committed to transparency and compliance. The firm discloses all potential conflicts of interest and any relevant disciplinary actions in its Form ADV, which is publicly available on the Securities and Exchange Commission’s website. Additionally, all advisors at Capital V Group LLC are required to follow a strict code of ethics, putting the best interest of their clients first at all times.
How does the advisor help clients – Key Takeaways:
– Capital V Group LLC is a trusted financial advisory firm with over a decade of experience.
– The firm has over $1.5 billion in assets under management and a team of over 50 experienced advisors.
– Capital V Group LLC offers a wide range of financial services and caters to high-net-worth individuals, families, and businesses.
– The firm follows a fee-only compensation structure, ensuring that advisors act in the best interest of their clients.
– Capital V Group LLC is committed to transparency and compliance and discloses any potential conflicts of interest or disciplinary actions.