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Capitalmath Ltd

SEC-registered Broker-Dealer (Dually Registered) CRD 337794 · SEC file 802-134109 · Los Angeles, CA
☆ Save with Pro ADV data as of Jul 04, 2025
Regulatory AUM
Discretionary
Clients
Avg AUM / client
Accounts
Employees

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 07/04/2025 447 KB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

Not reported.

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 04, 2025.

View current Form ADV (SEC/IAPD) ↗