Data Analytics Capital LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
3
Advisory reps
1

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Flavio Carrillo

    Managing MemberCRD 4806992

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth