C
$66.0M Total AUM
$66.0M Disc. AUM
-- 3Y CAGR
1 Employees
80 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-08-2018
- Office Locations
- 1
Office Locations
-- Washington DC
About Cabildo Capital LLC
Cabildo Capital LLC is a Washington, DC-based RIA serving retail investors and business owners with financial planning (tax and estate planning, insurance) and discretionary portfolio construction. Portfolios are implemented primarily with ETFs and cash, with selective investment-grade bonds, emphasizing asset allocation and risk management; custody is primarily at Charles Schwab.
Team overview
-- AVG AGE
$66.0M AVG AUM / ADVISOR
$825.0K AVG AUM / CLIENT
8.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
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Services
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Technology
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Owner & Executives
R
RAUL ARGUILLA SONZA JR
Owner
- CRD
- #4273419
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $66,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $66,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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