Caravan Capital Management LLC

Caravan Capital Management LLC (CRD# 148301) is a financial advisory firm headquartered in Tacoma, WA. They manage $26,000,000 in 5 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    26
    MILLION
  • Total Number of Accounts
    5
    ACCOUNTS
  • Average Account Value
    $5,200,000
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

WA

Financial Advisors at Caravan Capital Management LLC
Showing 1 - 4 of 4 top financial advisors.
1
Edward Y. Kim
CRD#: 4443744
950 Pacific Avenue, Suite 500, Tacoma, WA 98402
96
Wealthminder
score

Edward Kim (CRD# 4443744) is an Investment Advisor Representative working at Caravan Capital Management LLC in Tacoma, WA and has over 12 years of experience in the finance industry.

2
Clifford H. Quisenberry
CRD#: 2012059
950 Pacific Avenue, Suite 500, Tacoma, WA 98402
96
Wealthminder
score

Clifford Quisenberry (CRD# 2012059) is an Investment Advisor Representative working at Caravan Capital Management LLC in Tacoma, WA and has over 21 years of experience in the finance industry.

3
Benjamin G. Griffith
CRD#: 5678282
950 Pacific Avenue, Suite 500, Tacoma, WA 98402
90
Wealthminder
score

Benjamin Griffith (CRD# 5678282) is an Investment Advisor Representative working at Caravan Capital Management LLC in Tacoma, WA and has 1 year of experience in the finance industry.

4
Clifford H. Sueyoshi
CRD#: 6732379
950 Pacific Avenue, Suite 500, Tacoma, WA 98402
90
Wealthminder
score

Clifford Sueyoshi (CRD# 6732379) is an Investment Advisor Representative working at Caravan Capital Management LLC in Tacoma, WA and has 1 year of experience in the finance industry.

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