Capital Directions, Llc (Atlanta)
Capital Directions, Llc Is a Large Advisory Firm Based in Atlanta. It Manages $2.19 Billion of Regulatory Assets for 1,404 Client Accounts. It Has Been...
Capital Directions, LLC is a large advisory firm based in Atlanta. It manages $2.19 billion of regulatory assets for 1,404 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Alabama, Arizona, California, and 13 other states.
Capital Directions provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and educational seminars and workshops. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
Capital Directions: assets under management
The assets under management (AUM) of Capital Directions, LLC is $2.19 billion. The firm's AUM has grown by 165% since the beginning of its operation, and $678.13 thousand of the total AUM is attributable to clients outside of the United States.
The firm manages $1.59 billion in discretionary accounts and $594.42 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.4 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2.23 million.
Capital Directions has custody of $542.75 million in cash and securities for 540 clients in total but doesn’t act as a qualified custodian.
Investments
The firm invests in investment and business development companies the most. They account for 93% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 3% of the firm’s portfolio. Investments in state and local bonds form 3% of the total invested assets.
David Miller brings 15 years of experience in global economics, personal finance strategy, and market dynamics. He specializes in turning complex economic trends into actionable insights for everyday readers.
