Aventura Capital Management, LLC

Aventura Capital Management, LLC (CRD# 142478) is a financial advisory firm headquartered in Aventura, FL. They manage $100,000,000 in 253 accounts and serve the financial needs of clients across 16 states (or territories).

By the Numbers
  • Total Assets Under Management
    100
    MILLION
  • Total Number of Accounts
    253
    ACCOUNTS
  • Average Account Value
    $395,257
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.

AL, CA, CT, FL, GA, IL, MA, MD, ME, NH, NJ, NY, OK, PA, UT, VA

Financial Advisors at Aventura Capital Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Daniel T. Cauceglia
CRD#: 1490736
2999 Ne 191 Street, Suite 901, Aventura, FL 33180
93
Wealthminder
score

Daniel Cauceglia (CRD# 1490736) is an Investment Advisor Representative working at Aventura Capital Management, LLC in Aventura, FL and has over 14 years of experience in the finance industry.

2
Timothy B. Moy
CRD#: 5281548
2999 Ne 191 Street, Suite 901, Aventura, FL 33180
93
Wealthminder
score

Timothy Moy (CRD# 5281548) is an Investment Advisor Representative working at Aventura Capital Management, LLC in Aventura, FL and has over 9 years of experience in the finance industry.

3
Loretta G. Scarpettiscroggins
CRD#: 1068583
2999 Ne 191 Street, Suite 901, Aventura, FL 33180
93
Wealthminder
score

Loretta Scarpettiscroggins (CRD# 1068583) is an Investment Advisor Representative working at Aventura Capital Management, LLC in Aventura, FL and has over 30 years of experience in the finance industry.

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