Investment adviser · CRD 109762
CAPITAL DIRECTIONS LLC
Investment adviser filing (IA)
CAPITAL DIRECTIONS, LLC
ATLANTA, GA, United States · Form ADV filed Mar 22, 2023
- Regulatory AUM
- $3.86B Form ADV · Item 5.F
- Client accounts
- 4,832 Accounts, not individual clients
- Employees
- 25 Reported in this filing
- Advisory professionals
- 11 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 631 | $2,618,017,498 | 67.8% |
| Retirement plans | 109 | $435,452,453 | 11.3% |
| Individuals | 1,196 | $428,276,930 | 11.1% |
| Other clients | Fewer than 5 | $307,548,672 | 8.0% |
| Charities | 12 | $71,130,653 | 1.8% |
Filing source
Form ADV 1737757 · Mar 22, 2023 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 22, 2023. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Educational seminars
Compensation
Percentage of assets · Fixed
Principal office
400 NORTHRIDGE ROAD, SUITE 350ATLANTA, GA, 30350, United States
CRD 109762
Filing source
Form ADV 1737757 · Mar 22, 2023 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.