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- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-01-2007
- Office Locations
- 2
Office Locations
About Wealthview Capital, LLC
Wealthview Capital is an independent, fee-only RIA providing comprehensive financial planning, ongoing portfolio management, and strategic advice for individuals and families focused on building wealth, retirement readiness, and legacy planning. The firm builds broadly diversified, low-cost, tax-efficient portfolios and operates as a fiduciary. Supports retail and institutional relationships, with custody through Pershing.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
SAMUEL JAMES TAYLOR
Founder, Managing Member
- CRD
- #1232458
- Ownership
- 75% or more
LAURA MELANIE TAYLOR
Client Services Manager, TREASURER
- CRD
- --
- Ownership
- 10% but less than 25%
Showing 2 of 3 owners & executives
Unlock allContacts
Steven Calvin Randolph Jr.
Wealth Management Analyst
- CRD
- #8248842
Tyson Grant Rutland
Wealth Management Analyst
- CRD
- #8218409
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $316,943,514 | $582,617 |
| Non-Discretionary | $2,529,889 | $2,529,889 |
| Total | $319,473,403 | $586,190 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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