SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
View Capital RIA, LP
Dallas, TX
CRD 130678
Firm filing updated March 30, 2026 ·
- $1.8BAssets
- 11Advisory staff
- 141Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Performance-based feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- OtherNo
Who the firm serves
- High net worth individuals126
- Individuals9
- Pooled vehicles4
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 9 | $4.9 million |
| High net worth individuals | 126 | $1.7 billion |
| Pooled investment vehicles (other than investment companies and business development companies) | 4 | $53.3 million |
| Charitable organizations | Fewer than 5 clients | $24.8 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
See all 6 services
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisors (including private fund managers)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$1.8 billion
- Accounts141
- Discretionary$619.4 million · 90 accounts
- Non-discretionary$1.2 billion · 51 accounts
People
- Employees18
- Advisory staff11
- Broker-dealer reps0
- Licensed insurance agents3
- Planning clients101 to 250
Advisors
6 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 130678, SEC file 801-62983.
- Registered with the SEC as an investment advisor (status date on record: April 9, 2004).
Is View Capital RIA, LP a fiduciary?
Short answer: View Capital RIA, LP is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
3 staff are licensed insurance agents, the firm is itself an insurance broker or agent and the firm has a related insurance company or agency.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.