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DIRECTED CAPITAL ADVISORS

150 Second Avenue N.
Suite 1600
St. Petersburg, Florida 33701
Tel: 727-341-8380

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About DIRECTED CAPITAL ADVISORS

DIRECTED CAPITAL ADVISORS, formally registered with the SEC as DIRECTED CAPITAL ADVISORS. The firm was established in 05/21/2013. They have over 1 offices throughout the country.

DIRECTED CAPITAL ADVISORS is a St. Petersburg, Florida based Financial Planning firm with nearly $363,939,207 assets under management, offering retirement planning & investment advisory services to 6 clients. The firm is staffed with 40 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#162277
SEC#801-78032
Assets Managed by Firm$363,939,207
No. of Clients6
No. of Advisors40

Fee Structure

  • Other (A PERCENTAGE OF LP UNRETURNED CAPITAL CONTRIBUTIONS)

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total6$363,939,207

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