Investment adviser · CRD 285052
VANGUARD CAPITAL
Investment adviser filing (IA)
VANGUARD CAPITAL WEALTH ADVISORS, LLC
DENVER, CO, United States · Form ADV filed Sep 1, 2026
- Regulatory AUM
- $190M Form ADV · Item 5.F
- Client accounts
- 414 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 0 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 | 52 | $143,867,916 | 75.6% |
| Individuals | 147 | $46,539,053 | 24.4% |
Filing source
Form ADV 2127738 · Sep 1, 2026 · 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: Sep 1, 2026. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets · Hourly
Principal office
999 18 ST SUITE 3000DENVER, CO, 80202, United States
CRD 285052
Filing source
Form ADV 2127738 · Sep 1, 2026 · 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.