Be advised. This firm is no longer registered.

Civitas Eb-5 Capital

Civitas Eb-5 Capital (CRD# 167469) is a financial advisory firm headquartered in Dallas, TX. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
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.


Financial Advisors at Civitas Eb-5 Capital
Showing 1 - 1 of 1 top financial advisors.
Laurie P. Cheatham Roberts
CRD#: 2492833
1601 Bryan Street, Suite M-200, Dallas, TX 75201

Laurie Cheatham Roberts (CRD# 2492833) is an Investment Advisor Representative working at Civitas Eb-5 Capital in Dallas, TX and has over 20 years of experience in the finance industry.

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