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

As of Date 03/19/2025
Adviser Type - Large advisory firm
Number of Employees 5 400%
of those in investment advisory functions
Registration SEC, Approved, 10/27/2016
AUM* 171,298,998 -12%
of that, discretionary 171,298,998 -12%
Private Fund GAV* 0
Avg Account Size 425,060 -57%
% High Net Worth 22.95% 8%
SMA’s Yes
Private Funds 0
Contact Info 949 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$14,111,432 % Position11.00% $ Change25.00% # Change1.00%
Stck Ticker67066G104 Stock NameNVIDIA CORPORATION $ Position$9,475,350 % Position8.00% $ Change19.00% # Change1.00%
Stck Ticker023135106 Stock NameAMAZON COM INC $ Position$6,317,468 % Position5.00% $ Change6.00% # Change5.00%
Stck Ticker911363109 Stock NameUNITED RENTALS INC $ Position$5,074,973 % Position4.00% $ Change27.00% # Change0.00%
Stck Ticker02079K107 Stock NameALPHABET INC $ Position$4,078,004 % Position3.00% $ Change18.00% # Change-14.00%
Stck Ticker00301W105 Stock NameABRDN EMERGING MARKETS EX CH $ Position$4,192,463 % Position3.00% $ Change-29.00% # Change-35.00%
Stck Ticker46428Q109 Stock NameISHARES SILVER TR $ Position$3,361,466 % Position3.00% $ Change66.00% # Change29.00%
Stck Ticker11135F101 Stock NameBROADCOM INC $ Position$2,993,230 % Position2.00% $ Change20.00% # Change0.00%
Stck Ticker00768Y412 Stock NameADVISORSHARES TR $ Position$1,990,604 % Position2.00% $ Change68.00% # Change73.00%
Stck Ticker30303M102 Stock NameMETA PLATFORMS INC $ Position$2,822,281 % Position2.00% $ Change-2.00% # Change-2.00%

Brochure Summary