CRD: 312447
Capital United Investments LLC
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-08-2021
- Office Locations
- 1
Office Locations
About Capital United Investments LLC
CAPITAL UNITED INVESTMENTS LLC (CRD 312447) is a Yucaipa, CA firm serving retail clients with financial planning, portfolio construction and ongoing asset management, including insurance and estate planning support. Investment implementation is ETF-focused with an asset-allocation approach and socially responsible options noted. The affiliated Capital United Banking site emphasizes mortgage and financing solutions, including secure online loan applications and interactive mortgage calculators.
Team overview
Insights
Asset Classes
Custodian
Services
Owner & Executives
Austin Kane Todd
Chief Compliance Officer, President
- CRD
- #7296333
- Ownership
- 75% or more
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No contact records available.
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $500,000 | -- |
| Non-Discretionary | $400,000 | -- |
| Total | $900,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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