Data Analytics Capital LLC
Firm details
- Headquarters
- Miami, Florida
- CRD number
- 341033
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees, Other
- Services
- Financial PlanningPortfolio Management for IndividualsMarket Timing Services
Firm profile
FINTRXOverview
Data Analytics Capital LLC is organized as a privately held limited liability company and is owned by an individual. The firm positions itself as an advisory provider for personal and small-business clients, offering financial planning and portfolio management alongside market-timing services. Its stated fee arrangements include percentage-of-AUM billing, fixed fees, performance-based fees and other fee structures. The firm is not identified as an active ESG investor, does not report multi-state advisory status, and is not flagged as a pension consultant or related adviser.
Assets & Accounts
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
Contacts
1 of 1Flavio Carrillo
Managing MemberCRD 4806992
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Miami, FL
Miami Dade
Location
Miami, FL
Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Miami Dade
- Address
- 78 Sw 7th St
- Time zone
- ET (UTC-5)
- Office locations
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