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

Adviser Profile

As of Date 03/19/2025
ADV Location DENVER, CO, United States
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 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$15,220,381 % Position12.00% $ Change8.00% # Change1.00%
Stck Ticker67066G104 Stock NameNVIDIA CORPORATION $ Position$10,532,102 % Position8.00% $ Change11.00% # Change11.00%
Stck Ticker023135106 Stock NameAMAZON COM INC $ Position$6,905,672 % Position6.00% $ Change9.00% # Change4.00%
Stck Ticker02079K107 Stock NameALPHABET INC $ Position$5,145,070 % Position4.00% $ Change26.00% # Change-2.00%
Stck Ticker595112103 Stock NameMICRON TECHNOLOGY INC $ Position$4,787,753 % Position4.00% $ Change127.00% # Change33.00%
Stck Ticker911363109 Stock NameUNITED RENTALS INC $ Position$4,302,345 % Position3.00% $ Change-15.00% # Change0.00%
Stck Ticker00301W105 Stock NameABRDN EMERGING MARKETS EX CH $ Position$3,161,966 % Position3.00% $ Change-25.00% # Change-30.00%
Stck Ticker097023105 Stock NameBOEING CO $ Position$3,329,970 % Position3.00% $ Change94.00% # Change93.00%
Stck Ticker11135F101 Stock NameBROADCOM INC $ Position$3,013,487 % Position2.00% $ Change1.00% # Change-4.00%
Stck Ticker13321L108 Stock NameCAMECO CORP $ Position$2,049,193 % Position2.00% $ Change23.00% # Change13.00%

Brochure Summary