Caprin Asset Management Review

Trust Score 97%
Trust Score info_outline

Last updated: July 21st, 2019. Data source: SEC filings.

Caprin Asset Management, federally registered in 1997, is a Registered Investment Advisor (RIA) in 19 state(s) with a licensed staff of 10 advisors. Caprin Asset Management manages $1.3 billion and provides investment advisory services for 1,032 clients (1:104 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $250,000
Average Client Balance $1,263,572
Hybrid Advisor No
Disciplinary History No
Total AUM $1.3 billion
Advisor / Client Ratio 1:104
Headquarters Henrico, VA
SEC Filings Forms and Brochures    (CRD # 106657)
State(s) Registered AZ, CA, CO, DE, DC, FL, GA, KY, LA, MD, NJ, NY, NC, OH, PA, SC, TN, TX, VA, WV

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