View Capital Ria, LP

View Capital Ria, LP (CRD# 130678) is a financial advisory firm headquartered in Dallas, TX. They manage $943,683,604 in 816 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    944
    MILLION
  • Total Number of Accounts
    816
    ACCOUNTS
  • Average Account Value
    $1,156,475
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • 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
  • Pension consulting services
  • 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.

FL, LA, NE, TX, VA

Financial Advisors at View Capital Ria, LP
Showing 1 - 10 of 10 top financial advisors.
1
Stephanie A. Byrd
CRD#: 2531482
2727 N. Harwood Street, Suite 225, Dallas, TX 75201
96
Wealthminder
score

Stephanie Byrd (CRD# 2531482) is an Investment Advisor Representative working at View Capital Ria, LP in Dallas, TX and has over 21 years of experience in the finance industry. Stephanie Byrd 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.

2
Peter W. Paddock
CRD#: 5485153
2727 N. Harwood Street, Suite 225, Dallas, TX 75201
96
Wealthminder
score

Peter Paddock (CRD# 5485153) is an Investment Advisor Representative working at View Capital Ria, LP in Dallas, TX and has over 9 years of experience in the finance industry.

3
Kenichi Shoji
CRD#: 2390962
2727 N. Harwood Street, Suite 225, Dallas, TX 75201
96
Wealthminder
score

Kenichi Shoji (CRD# 2390962) is an Investment Advisor Representative working at View Capital Ria, LP in Dallas, TX and has over 12 years of experience in the finance industry.

4
Mary G. Hogan
CRD#: 248073
2727 N. Harwood Street, Suite 225, Dallas, TX 75201
93
Wealthminder
score

Mary Hogan (CRD# 248073) is an Investment Advisor Representative working at View Capital Ria, LP in Dallas, TX and has over 23 years of experience in the finance industry.

5
Ruben Ojeda
CRD#: 4700991
2727 N. Harwood Street, Suite 225, Dallas, TX 75201
93
Wealthminder
score

Ruben Ojeda (CRD# 4700991) is an Investment Advisor Representative working at View Capital Ria, LP in Dallas, TX and has over 14 years of experience in the finance industry.

6
Jaime E. Palmer
CRD#: 3029351
2727 N. Harwood Street, Suite 225, Dallas, TX 75201
93
Wealthminder
score

Jaime Palmer (CRD# 3029351) is an Investment Advisor Representative working at View Capital Ria, LP in Dallas, TX and has over 19 years of experience in the finance industry.

7
Jeffrey G. Rupp
CRD#: 1505247
2727 N. Harwood Street, Suite 225, Dallas, TX 75201
93
Wealthminder
score

Jeffrey Rupp (CRD# 1505247) is an Investment Advisor Representative working at View Capital Ria, LP in Dallas, TX and has over 31 years of experience in the finance industry.

8
Salvador D. Sanchez
CRD#: 5907350
2727 N. Harwood Street, Suite 225, Dallas, TX 75201
93
Wealthminder
score

Salvador Sanchez (CRD# 5907350) is an Investment Advisor Representative working at View Capital Ria, LP in Dallas, TX and has over 5 years of experience in the finance industry.

9
Simon N. Shaner
CRD#: 6528128
2000 Mckinney Avenue, 6th Floor, Dallas, TX 75201
89
Wealthminder
score

Simon Shaner (CRD# 6528128) is an Investment Advisor Representative working at View Capital Ria, LP in Dallas, TX and has over 2 years of experience in the finance industry.

10
Raymond C. Brubaker
CRD#: 2578337
2727 N. Harwood Street, Suite 225, Dallas, TX 75201
63
Wealthminder
score

Raymond Brubaker (CRD# 2578337) is an Investment Advisor Representative working at View Capital Ria, LP in Dallas, TX and has over 23 years of experience in the finance industry.

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