CAPITAL V GROUP LLC

Overview

Capital V Group LLC is a small limited liability company that provides fee-for-service financial planning, charging clients on an hourly basis rather than managing discretionary portfolios. The firm is structured as an individual-owned adviser and is classified as unclassified in public records. Its advisory activity centers on financial planning; there is no indication the firm functions as a capital allocator or offers pension consulting. Capital V Group LLC is not flagged as an active ESG investor and does not report multi-state adviser status. The firm appears to operate as a non-discretionary planner and coordinator: given the hourly fee model and the firm’s industry affiliations with a broker‑dealer and an insurance company, execution and custody of recommended investments are likely handled through third‑party channels rather than by the firm directly. That profile is consistent with a planning-focused practice that develops allocation recommendations, tax or insurance strategies, and product referrals rather than running proprietary model portfolios.

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