Overview
Assets Under Management: $3.9 billion
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 631
Average Client Assets: $4.1 million
Frequently Asked Questions
CAPITAL DIRECTIONS 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 #109762), CAPITAL DIRECTIONS LLC is subject to fiduciary duty under federal law.
CAPITAL DIRECTIONS LLC is headquartered in ATLANTA, GA.
CAPITAL DIRECTIONS LLC serves 631 high-net-worth clients according to their SEC filing dated March 22, 2023. View client details ↓
According to their SEC Form ADV, CAPITAL DIRECTIONS LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and educational seminars and workshops. View all service details ↓
CAPITAL DIRECTIONS LLC manages $3.9 billion in client assets according to their SEC filing dated March 22, 2023.
According to their SEC Form ADV, CAPITAL DIRECTIONS LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 631
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 67.82%
Average Client Assets: $4.1 million
Total Client Accounts: 4,832
Discretionary Accounts: 4,240
Non-Discretionary Accounts: 592
Regulatory Filings
CRD Number: 109762
Filing ID: 1737757
Last Filing Date: 2023-03-22 14:50:00