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- Custodian
- Capital Group · Charles Schwab & Company · Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- NorthWave +more
- Established Date
- 06-04-2015
- Office Locations
- 1
Office Locations
About Capview Advisors, Llc.
Capview Advisors, LLC is a Coral Gables, FL RIA focused on global diversification for U.S. citizens and foreign nationals with U.S. financial ties. The firm builds tailored advisory and managed portfolios with direct access to foreign stocks, bonds, and currencies from a U.S. account, leveraging partners such as Charles Schwab and Interactive Brokers for global custody and FDIC/SIPC coverage. Emphasizes cross-border tax and securities-law compliance.
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Owner & Executives
ARI WERTHEIMER
CHIEF OPERATING OFFICER
- CRD
- --
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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OLIVER E HOHERMUTH
Wealth Advisor
- CRD
- #5666120
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,317,292 | -- |
| Non-Discretionary | $21,317,292 | -- |
| Total | $42,634,584 | -- |
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Separately Managed Accounts
Total SMA Asset: $41,689,583
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,986,893,064 | 29.2% |
| Other | $1,170,361,668 | 17.2% |
| Corporate - Investment Grade | $1,115,926,241 | 16.4% |
| U.S. Government/Agency | $483,114,409 | 7.1% |
| Cash | $2,048,132,918 | 30.1% |
| Total | $6,804,428,300 | 100.0% |