Overview
Assets Under Management: $552 million
Headquarters: FORT LAUDERDALE, FL
High-Net-Worth Clients: 28
Average Client Assets: $3.7 million
Frequently Asked Questions
LAS OLAS CAPITAL ADVISORS, 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 #175077), LAS OLAS CAPITAL ADVISORS, LLC is subject to fiduciary duty under federal law.
LAS OLAS CAPITAL ADVISORS, LLC is headquartered in FORT LAUDERDALE, FL.
LAS OLAS CAPITAL ADVISORS, LLC serves 28 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, LAS OLAS CAPITAL ADVISORS, LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
LAS OLAS CAPITAL ADVISORS, LLC manages $552 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, LAS OLAS CAPITAL ADVISORS, LLC serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 28
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 19.01%
Average Client Assets: $3.7 million
Total Client Accounts: 45
Discretionary Accounts: 45
Regulatory Filings
CRD Number: 175077
Filing ID: 2069984
Last Filing Date: 2026-03-31 08:44:14