Overview
Assets Under Management: $166 million
Headquarters: ST. LOUIS PARK, MN
High-Net-Worth Clients: 14
Average Client Assets: $7 million
Frequently Asked Questions
CAPTAR PRIVATE WEALTH 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 #325537), CAPTAR PRIVATE WEALTH is subject to fiduciary duty under federal law.
CAPTAR PRIVATE WEALTH is headquartered in ST. LOUIS PARK, MN.
CAPTAR PRIVATE WEALTH serves 14 high-net-worth clients according to their SEC filing dated February 27, 2026. View client details ↓
According to their SEC Form ADV, CAPTAR PRIVATE WEALTH offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
CAPTAR PRIVATE WEALTH manages $166 million in client assets according to their SEC filing dated February 27, 2026.
According to their SEC Form ADV, CAPTAR PRIVATE WEALTH serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 14
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 60.42
Average High-Net-Worth Client Assets: $7 million
Total Client Accounts: 415
Discretionary Accounts: 375
Non-Discretionary Accounts: 40
Regulatory Filings
CRD Number: 325537
Filing ID: 2059748
Last Filing Date: 2026-02-27 11:26:32