Efg Capital Advisors Inc.

Efg Capital Advisors Inc. (CRD# 112224) is a financial advisory firm headquartered in Miami, FL. They manage $911,294,102 in 284 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    911
    MILLION
  • Total Number of Accounts
    284
    ACCOUNTS
  • Average Account Value
    $3,208,782
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, CA, CO, DC, DE, FL, IL, MA, MD, MN, MO, NY, TX

Financial Advisors at Efg Capital Advisors Inc.
Showing 1 - 10 of 37 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 7 years of experience in the finance industry.

2
Atul K. Bhatia
CRD#: 2974003
701 Brickell Ave Ste 1350, Miami, FL 33131
96
Wealthminder
score

Atul Bhatia (CRD# 2974003) is an Investment Advisor Representative working at Efg Capital Advisors Inc. in Miami, FL and has over 20 years of experience in the finance industry.

3
Daniel J. Cabrera
CRD#: 4074930
701 Brickell Ave Ste 1350, Miami, FL 33131
93
Wealthminder
score

Daniel Cabrera (CRD# 4074930) 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.

4
J Alexander Caldwell
CRD#: 3037894
701 Brickell Ave Ste 1350, Miami, FL 33131
93
Wealthminder
score

J Alexander Caldwell (CRD# 3037894) is an Investment Advisor Representative working at Efg Capital Advisors Inc. in Miami, FL and has over 20 years of experience in the finance industry.

5
Mauricio Chavarriaga
CRD#: 4919250
701 Brickell Ave Ste 1350, Miami, FL 33131
93
Wealthminder
score

Mauricio Chavarriaga (CRD# 4919250) is an Investment Advisor Representative working at Efg Capital Advisors Inc. in Miami, FL and has over 6 years of experience in the finance industry.

6
Ilana T. Cotrim
CRD#: 5896865
701 Brickell Ave Ste 1350, Miami, FL 33131
93
Wealthminder
score

Ilana Cotrim (CRD# 5896865) is an Investment Advisor Representative working at Efg Capital Advisors Inc. in Miami, FL and has over 6 years of experience in the finance industry.

7
Alejandro A. Couttenye
CRD#: 5886716
701 Brickell Ave Ste 1350, Miami, FL 33131
93
Wealthminder
score

Alejandro Couttenye (CRD# 5886716) 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.

8
Maria L. De Jesus
CRD#: 3159325
701 Brickell Ave Ste 1350, Miami, FL 33131
93
Wealthminder
score

Maria De Jesus (CRD# 3159325) is an Investment Advisor Representative working at Efg Capital Advisors Inc. in Miami, FL and has over 18 years of experience in the finance industry.

9
Henry De Valle
CRD#: 3049102
701 Brickell Ave Ste 1350, Miami, FL 33131
93
Wealthminder
score

Henry De Valle (CRD# 3049102) is an Investment Advisor Representative working at Efg Capital Advisors Inc. in Miami, FL and has over 18 years of experience in the finance industry.

10
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 7 years of experience in the finance industry.

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