Concap LLC
RIASEC Registered
Total AUM
$6.7M
Discretionary
$6.6M
97% of AUM
Avg account
$109K
Accounts
62
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 321873
- Website
- concapadvisory.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals54.69%
- HNWI45.31%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Concap LLC is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm serves primarily individual and family clients, offering financial planning and discretionary portfolio management for individuals and small businesses. Its fee arrangements combine percentage-of-AUM billing with fixed-fee engagements. Concap does not position itself as a capital allocator and reports that it is not an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities95%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1
Vj Arjan
Founder and CEOCRD 5471292
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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