Ross Douglas Pauley
Investment adviser representative at Capital Achievements, LLC
28 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$154.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
28 years in the industry.
- Capital Achievements, LLCNov 2017 to now
- Now's the Time - Move Forward, LLCSep 2022 to Jun 2024
- Pauley Financial Services, Inc.Apr 1996 to Dec 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (TX).
Capital Achievements, LLC
$154.6MAssets managed
41Clients
1Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4443719
- Firm CRD
- 291108