$128.8M Total AUM
$128.8M Disc. AUM
8.9% 3Y CAGR
1 Employees
27 ADV. Clients
23 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Capital fusionLegacy +more
- Established Date
- 05-01-2003
- Office Locations
- 1
Office Locations
-- DES Moines IA
About Capital View Wealth Management, LLC
Capital View Wealth Management is an independent, fiduciary RIA in Des Moines providing needs-based financial planning and customized investment strategies for individuals and multigenerational families. The firm emphasizes clear, client-friendly guidance and flexible, conflict-free access to a wide range of solutions; public ADV data shows a primarily ETF-based portfolio mix. Custody includes Charles Schwab.
Team overview
-- AVG AGE
$128.8M AVG AUM / ADVISOR
$4.8M AVG AUM / CLIENT
23.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
23yrs Firm Age
Insights
Premium access reveals conviction themes in horizon crest vertex.
Full visibility includes strategy notes for frontier frontier.
Request access to benchmark trends tied to crest.
Full visibility includes strategy notes for quantum delta.
Full visibility includes strategy notes for summit momentum optima.
Open the full profile to inspect shifts in signal atlas.
Unlock to see real insight on alpha radial vital.
Upgrade to reveal position-level detail across alpha vector.
Asset Classes
Peak north Beacon bridge Catalyst bridge Summit
Custodian
Focus capital Zenith Bridge alpha Ember eagle Meridian Focus Legacy
Investment Themes
Optima Pathway Frontier optima Pioneer Vital
Investment Vehicles
Value Signal insight
Platform
Summit peak
Services
Frontier matrix Unison beacon Optima Unison pathway Peak Legacy Catalyst
Technology
Unison Insight Value pathway Zenith insight
Owner & Executives
S
SAMUEL B O'BRIEN
Chief Compliance Officer, President
- CRD
- #853866
- Ownership
- 75% or more
(851) 390-8213
glacier.focus@glaciercapital.com
in linkedin.com/in/alpha-oak
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $128,834,000 | $4,771,630 |
| Non-Discretionary | $0 | -- |
| Total | $128,834,000 | $4,771,630 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $128,834,000
Equity - Exchange:
32.3% U.S. Government/Agency:
19.9% Cash:
12.2% Corporate - Investment Grade:
19.4% Public Funds:
16.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,035,650,279 | 32.3% |
| U.S. Government/Agency | $638,063,175 | 19.9% |
| Cash | $391,174,409 | 12.2% |
| Corporate - Investment Grade | $622,031,437 | 19.4% |
| Public Funds | $519,428,312 | 16.2% |
| Total | $3,206,347,612 | 100.0% |