Overview
Assets Under Management: $226 million
High-Net-Worth Clients: 291
Average Client Assets: $322,966
Frequently Asked Questions
724 CAPITAL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #318170), 724 CAPITAL, LLC is subject to fiduciary duty under federal law.
724 CAPITAL, LLC serves 291 high-net-worth clients according to their SEC filing dated April 03, 2025. View client details ↓
According to their SEC Form ADV, 724 CAPITAL, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
724 CAPITAL, LLC manages $226 million in client assets according to their SEC filing dated April 03, 2025.
According to their SEC Form ADV, 724 CAPITAL, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 291
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 41.61
Average High-Net-Worth Client Assets: $322,966
Total Client Accounts: 1,818
Discretionary Accounts: 1,818
Regulatory Filings
CRD Number: 318170
Filing ID: 1964656
Last Filing Date: 2025-04-03 17:45:00
Website: https://724cap.com