other names
  • VANGUARD CAPITAL
  • VANGUARD CAPITAL WEALTH ADVISORS, LLC

Adviser Profile

As of Date 03/23/2026
ADV Location DENVER, CO, United States
Adviser Type - Large advisory firm
Number of Employees 5
of those in investment advisory functions
Registration SEC, Approved, 10/27/2016
AUM* 190,406,969 -2%
of that, discretionary 190,406,969 -2%
Private Fund GAV* 0
Avg Account Size 459,920 -54%
% High Net Worth 26.13% 23%
SMA’s Yes
Private Funds 0
Contact Info 844 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges

Reported AUM

191M 164M 137M 109M 82M 55M 27M
2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker037833100 Stock NameAPPLE INC $ Position$14,175,411 % Position13.00% $ Change-7.00% # Change0.00%
Stck Ticker67066G104 Stock NameNVIDIA CORPORATION $ Position$8,616,301 % Position8.00% $ Change-18.00% # Change-13.00%
Stck Ticker023135106 Stock NameAMAZON COM INC $ Position$5,962,978 % Position6.00% $ Change-14.00% # Change-4.00%
Stck Ticker02079K107 Stock NameALPHABET INC $ Position$4,029,242 % Position4.00% $ Change-22.00% # Change-14.00%
Stck Ticker595112103 Stock NameMICRON TECHNOLOGY INC $ Position$4,609,827 % Position4.00% $ Change-4.00% # Change-19.00%
Stck Ticker911363109 Stock NameUNITED RENTALS INC $ Position$3,836,597 % Position4.00% $ Change-11.00% # Change-1.00%
Stck Ticker30303M102 Stock NameMETA PLATFORMS INC $ Position$1,975,058 % Position2.00% $ Change-22.00% # Change-10.00%
Stck Ticker617446448 Stock NameMORGAN STANLEY $ Position$2,017,793 % Position2.00% $ Change-19.00% # Change-12.00%
Stck Ticker88160R101 Stock NameTESLA INC $ Position$1,997,042 % Position2.00% $ Change-9.00% # Change10.00%
Stck Ticker00301W105 Stock NameABRDN EMERGING MARKETS EX CH $ Position$1,652,598 % Position2.00% $ Change-48.00% # Change-50.00%

Brochure Summary