CAPTAR PRIVATE WEALTH
SEC RegisteredYour trust. Our expertise.
About the firm
Captar Private Wealth offers wealth management and retirement solutions, providing sophisticated financial strategies to help clients meet their investment goals. The firm's team is composed of industry experts with decades of combined experience serving clients across a broad range of investor profiles.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Retirement planning, wealth management including portfolio construction and risk management, peak-career wealth-building strategies, and estate strategy.
Who they serve
Entrepreneurs and executives, peak career professionals, pre-retirees and retirees, and high-net-worth individuals.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 170 | $65M |
| High Net Worth Individuals | 14 | $100M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| All Assets | 1.75% |
Data as of April 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CAPTAR PRIVATE WEALTH has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.