CRD: 315548
Capital Alliance Wealth Management
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- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Vertex delta
- Established Date
- 07-14-2021
- Office Locations
- 1
Office Locations
About Capital Alliance Wealth Management
Capital Alliance Wealth Management is a fiduciary RIA offering holistic wealth management—custom financial planning, customized asset management, insurance and retirement income planning—with an ongoing discover/build/evaluate review process. The firm works with clients such as business owners and entrepreneurs and emphasizes transparent, goal-based advice. Portfolios are implemented primarily with ETFs and public funds, with custody through Interactive Brokers.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Ronnie Cavazos Haim
Chief Compliance Officer, Managing Member
- CRD
- #4644061
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $32,400,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $32,400,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $32,400,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $483,238,166 | 57.6% |
| Public Funds | $133,393,869 | 15.9% |
| Cash | $222,323,114 | 26.5% |
| Total | $838,955,149 | 100.0% |