Aventura Capital Management, LLC

Aventura Capital Management, LLC (CRD# 142478) is a financial advisory firm headquartered in North Miami Beach, FL. They manage $128,450,000 in 293 accounts and serve the financial needs of clients across 16 states (or territories).

By the Numbers
  • Total Assets Under Management
    128
    MILLION
  • Total Number of Accounts
    293
    ACCOUNTS
  • Average Account Value
    $438,396
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, FL, HI, IA, IL, MA, MD, ME, NH, NJ, NY, PA, RI, UT, VT

Financial Advisors at Aventura Capital Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Daniel T. Cauceglia
CRD#: 1490736
15805 Biscayne Blvd, Suite 201, North Miami Beach, FL 33160
93
Wealthminder
score

Daniel Cauceglia (CRD# 1490736) is an Investment Advisor Representative working at Aventura Capital Management, LLC in North Miami Beach, FL and has over 15 years of experience in the finance industry.

2
Timothy B. Moy
CRD#: 5281548
15805 Biscayne Blvd, Suite 201, North Miami Beach, FL 33160
93
Wealthminder
score

Timothy Moy (CRD# 5281548) is an Investment Advisor Representative working at Aventura Capital Management, LLC in North Miami Beach, FL and has over 10 years of experience in the finance industry.

3
Loretta G. Scarpettiscroggins
CRD#: 1068583
Exeter Crossing, 18 Hampton Road, Suite 4, Exeter, NH 03833
93
Wealthminder
score

Loretta Scarpettiscroggins (CRD# 1068583) is an Investment Advisor Representative working at Aventura Capital Management, LLC in Exeter, NH and has over 32 years of experience in the finance industry.

4
Juan Lopez
CRD#: 6277056
15805 Biscayne Blvd, Suite 201, North Miami Beach, FL 33160
87
Wealthminder
score

Juan Lopez (CRD# 6277056) is an Investment Advisor Representative working at Aventura Capital Management, LLC in North Miami Beach, FL and has 1 year of experience in the finance industry.

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