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.
Vizcaya Capital, LLC
Miami, FL
CRD 170518
Firm filing updated June 10, 2026 ·
- $631.4MAssets
- 346Clients
- 8Advisory staff
- 346Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Performance-based feesYes
- OtherYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
Who the firm serves
- High net worth individuals345
- Pooled vehicles1
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| High net worth individuals | 345 | $619.8 million |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $11.6 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
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisors (including private fund managers)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$631.4 million
- Accounts346
- Discretionary$521.3 million · 264 accounts
- Non-discretionary$110.2 million · 82 accounts
People
- Employees9
- Advisory staff8
- Broker-dealer reps0
- Licensed insurance agents1
- Planning clients101 to 250
Advisors
5 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 170518, SEC file 801-118773.
- Registered with the SEC as an investment advisor (status date on record: May 21, 2020).
Is Vizcaya Capital, LLC a fiduciary?
Short answer: Vizcaya Capital, LLC 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.'
1 staff member is a licensed insurance 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.