Overview
Assets Under Management: $78 million
Headquarters: AUBURN, AL
High-Net-Worth Clients: 580
Average Client Assets: $0.1 million
Frequently Asked Questions
COLLECTIVE CAPITAL VENTURES 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 #165531), COLLECTIVE CAPITAL VENTURES is subject to fiduciary duty under federal law.
COLLECTIVE CAPITAL VENTURES is headquartered in AUBURN, AL.
COLLECTIVE CAPITAL VENTURES serves 580 high-net-worth clients according to their SEC filing dated August 14, 2025. View client details ↓
COLLECTIVE CAPITAL VENTURES manages $78 million in client assets according to their SEC filing dated August 14, 2025.
Services Offered
Services:
Clients
Number of High-Net-Worth Clients: 580
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00%
Average Client Assets: $0.1 million
Total Client Accounts: 615
Non-Discretionary Accounts: 615
Regulatory Filings
CRD Number: 165531
Filing ID: 2008928
Last Filing Date: 2025-08-14 15:57:00