CRD: 291108
Capital Achievements, LLC
Dallas, TX
5123993541
$154.6M Total AUM
$52.6M Disc. AUM
-- 3Y CAGR
1 Employees
41 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-22-2017
- Office Locations
- 1
Office Locations
-- Dallas TX
About Capital Achievements, LLC
Capital Achievements, LLC is a Dallas-based RIA. The firm has been operating for 8 years. Managing $154.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and TD Ameritrade. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$154.6M AVG AUM / ADVISOR
$3.8M AVG AUM / CLIENT
8.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Horizon legacy
Investment Themes
Bridge ember Capital Frontier
Investment Vehicles
Crest prime
Services
Value North capital Wave insight Vital Harbor north Element Foundation glacier Wave alpha
Owner & Executives
ROSS DOUGLAS PAULEY
Chief Compliance Officer, Managing Member, Senior Advisor
- CRD
- #4443719
- Ownership
- 75% or more
(971) 251-9647
harbor.north@optimacapital.com
in linkedin.com/in/north-signal
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $52,571,323 | $1,168,252 |
| Non-Discretionary | $102,077,881 | $816,623 |
| Total | $154,649,204 | $909,701 |
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Separately Managed Accounts
Total SMA Asset: $154,649,204
Public Funds:
39.6% Cash:
31.3% Equity - Exchange:
29.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,040,591,593 | 39.6% |
| Cash | $2,403,295,880 | 31.3% |
| Equity - Exchange | $2,234,374,125 | 29.1% |
| Total | $7,678,261,598 | 100.0% |