Capital Wealthcare Advisors, L.C. (Wichita)


Capital Wealthcare Advisors, L.C. is an adviser based in Wichita. It manages $20.21 million of regulatory assets for 143 client accounts. It has been registered with the SEC as an adviser since 2006.

Capital Wealthcare Advisors, L.C provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Capital Wealthcare Advisors, L.C: assets under management

The assets under management (AUM) of Capital Wealthcare Advisors, L.C. is $20.21 million. The firm's AUM has gone down by -31% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $11.53 million in discretionary accounts and $8.68 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $180.22 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $109.83 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Capital Wealthcare Advisors, L.C. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Wichita

The principal office where Capital Wealthcare Advisors, L.C. performs its advisory services is located at 10333 E 21 St Street N, Wichita, KS 67206, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 316-440-4772. The normal business hours are 10:00 am cst to 3:00 pm cst on Other.

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