Data / Investment advisers / Florida / Green Capital Private Wealth
Green Capital Private Wealth, Miami, FL: $150 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Green Capital Private Wealth is an SEC registered investment adviser with its main office in Miami, Florida and reports $150 million in regulatory assets under management in its Form ADV filed July 2, 2026. Its clients include corporations and other businesses. It is paid through fixed fees.
The request: Watch Green Capital Private Wealth (CRD number 323357): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 323357
- SEC file number
- 801-135494
- SEC status
- Approved, effective March 11, 2026
- Legal name
- Green Capital Private Wealth LLC
- Main office
- 1110 Brickell Avenue Suite 430, Miami, FL 33131
- Phone
- (800) 615-0794
- Website
- gcprivatewealth.com
- Regulatory AUM
- $150,000,000 in the Form ADV filed July 2, 2026
- Non discretionary AUM
- $150,000,000
- Accounts
- 1
- Employees
- 3, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- fixed fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 2, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Corporations or other businesses | 1 | $150 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| August 3, 2026 | $150 million | July 2, 2026 |
| April 1, 2026 | Not listed | March 24, 2026 |
Other advisers in Miami
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Bice Wealth Management LLC | Miami | $164.5 million | Not listed | adviserinfo.sec.gov |
| Accial Capital Management LLC | Miami | $164.3 million | 1 | adviserinfo.sec.gov |
| TLS Advisors LLC | Miami | $164 million | 2 | adviserinfo.sec.gov |
| Barnett Capital Advisors LLC | Miami | $161.1 million | 1 | adviserinfo.sec.gov |
| Inversiones Sura | Miami | $160.2 million | Not listed | adviserinfo.sec.gov |
| Ki Capital Wealth Management US LLC | Miami | $145.9 million | Not listed | adviserinfo.sec.gov |
| BGV Financial Advisors | Miami | $143.8 million | Not listed | adviserinfo.sec.gov |
| LMPG Wealth Advisors, LLC | Miami | $131.7 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Miami, FL
- Investment advisers in Florida
- Advisers with $100 million to $500 million in AUM
- Advisers serving corporations and other businesses
- Green Capital Private Wealth on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.