Capview Advisors, Llc.
State-registered
Wealth Manager · Boutique (under $100M)
CRD 173319
· Coral Gables, FL
· capviewadvisors.com
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ADV data as of Jan 05, 2026
- Regulatory AUM
- $42.6M
- Discretionary
- $21.3M
- Clients
- 29
- Avg AUM / client
- $1.5M
- Accounts
- 29
- Employees
- 4
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 28 | $41.7M | 97.8% |
| Pooled investment vehicles (non-investment companies) | 1 | $945K | 2.22% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Oliver E Hohermuth | Registered representative | Sep 2017 (9y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/05/2026 | 1.01 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 05, 2026.
View current Form ADV (SEC/IAPD) ↗