Efg Capital Advisors Inc.

Efg Capital Advisors Inc. (CRD# 112224) is a financial advisory firm headquartered in Miami, FL. They manage $1,300,287,232 in 413 accounts and serve the financial needs of clients across 21 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,300
    MILLION
  • Total Number of Accounts
    413
    ACCOUNTS
  • Average Account Value
    $3,148,395
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • 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.

AK, AL, CA, CO, DC, DE, FL, GA, IL, MA, MD, MI, MN, MO, NC, NY, OK, PA, SC, TX, VA

Financial Advisors at Efg Capital Advisors Inc.
Showing 1 - 10 of 33 top financial advisors.
1
Matthew A. Beem
CRD#: 5209325
701 Brickell Ave Ste 1350, Miami, FL 33131
96
Wealthminder
score

Matthew Beem (CRD# 5209325) is an Investment Advisor Representative working at Efg Capital Advisors Inc. in Miami, FL and has over 5 years of experience in the finance industry.

2
Atul K. Bhatia
CRD#: 2974003
2041 Edgewood Court, Chanhassen, MN 55317
96
Wealthminder
score

Atul Bhatia (CRD# 2974003) is an Investment Advisor Representative working at Efg Capital Advisors Inc. in Chanhassen, MN and has over 18 years of experience in the finance industry.

3
Charles J. May
CRD#: 4653405
701 Brickell Ave Ste 1350, Miami, FL 33131
96
Wealthminder
score

Charles May (CRD# 4653405) is an Investment Advisor Representative working at Efg Capital Advisors Inc. in Miami, FL and has over 13 years of experience in the finance industry. Charles May has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Arturo Neto
CRD#: 4970646
701 Brickell Ave Ste 1350, Miami, FL 33131
96
Wealthminder
score

Arturo Neto (CRD# 4970646) is an Investment Advisor Representative working at Efg Capital Advisors Inc. in Miami, FL and has over 8 years of experience in the finance industry.

5
Miguel L. Ortiz
CRD#: 2444975
701 Brickell Ave Ste 1350, Miami, FL 33131
96
Wealthminder
score

Miguel Ortiz (CRD# 2444975) is an Investment Advisor Representative working at Efg Capital Advisors Inc. in Miami, FL and has over 17 years of experience in the finance industry. Miguel Ortiz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Carl H. Edlund
CRD#: 5171975
701 Brickell Ave Ste 1350, Miami, FL 33131
93
Wealthminder
score

Carl Edlund (CRD# 5171975) is an Investment Advisor Representative working at Efg Capital Advisors Inc. in Miami, FL and has over 5 years of experience in the finance industry.

7
Francisco G. Llaca
CRD#: 4576166
801 Brickell Avenue, 16th Floor, Miami, FL 33131
93
Wealthminder
score

Francisco Llaca (CRD# 4576166) is an Investment Advisor Representative working at Efg Capital Advisors Inc. in Miami, FL and has over 16 years of experience in the finance industry.

8
Julia T. Marina
CRD#: 5017831
701 Brickell Ave Ste 1350, Miami, FL 33131
93
Wealthminder
score

Julia Marina (CRD# 5017831) is an Investment Advisor Representative working at Efg Capital Advisors Inc. in Miami, FL and has over 10 years of experience in the finance industry.

9
Renata Mussalem Machado
CRD#: 5351423
701 Brickell Ave Ste 1350, Miami, FL 33131
93
Wealthminder
score

Renata Mussalem Machado (CRD# 5351423) is an Investment Advisor Representative working at Efg Capital Advisors Inc. in Miami, FL and has over 8 years of experience in the finance industry.

10
Esteban S. Tormen
CRD#: 4388242
701 Brickell Ave Ste 1350, Miami, FL 33131
93
Wealthminder
score

Esteban Tormen (CRD# 4388242) is an Investment Advisor Representative working at Efg Capital Advisors Inc. in Miami, FL and has over 11 years of experience in the finance industry.

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