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LAS OLAS CAPITAL ADVISORS, LLC

888 East Las Olas Blvd
Suite 200
Fort Lauderdale, Florida 33301
Tel: 954-289-4692

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About LAS OLAS CAPITAL ADVISORS, LLC

LAS OLAS CAPITAL ADVISORS, LLC, formally registered with the SEC as LAS OLAS CAPITAL ADVISORS, LLC. The firm was established in 07/15/2015. They have over 1 offices throughout the country.

LAS OLAS CAPITAL ADVISORS, LLC is a Fort Lauderdale, Florida based Financial Planning firm with nearly $373,832,012 assets under management, offering retirement planning & investment advisory services to 33 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#175077
SEC#801-100492
Assets Managed by Firm$373,832,012
No. of Clients33
No. of Advisors7

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Performance Based

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
  • Other (CORPORATE ADVISING; INVESTMENT BANKING ADVICE; NON-TRANSACTIONAL ADVICE)

Firm Client Information

No. of ClientsAUM
Firm Total33$373,832,012
Individuals (other than high net worth individuals)3$1,092,827
High net worth individuals27$89,612,116
Corporations or other businessesFewer than 5 clients$39,347,171

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RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
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GQG PARTNERS
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$120,567,542,959727189
CORIENT
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