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Capital Achievements, LLC

● SEC registered since 2024CRD 291108SEC# 801-131269
Export (members)
Reg. AUM
$146.8M
Employees
1
Accounts
172
Location
—

Capital Achievements, LLC assets under management

Capital Achievements, LLC is an SEC-registered investment adviser. The firm has been registered since 2024. It reports $146.8 million in regulatory assets under management and employs 1 people.
View on SEC.gov ↗

Capital Achievements, LLC owners & executives

1 reported
NameTitleOwnershipSince
Ross Douglas Pauley ControlChief Compliance Officer & Managing MemberOver 75%2017

Frequently asked questions

How much does Capital Achievements, LLC manage?

Capital Achievements, LLC reports $146.8 million in regulatory assets under management on its Form ADV.

How many employees does Capital Achievements, LLC have?

Capital Achievements, LLC reports 1 employees.

Does Capital Achievements, LLC disclose fund performance?

Capital Achievements, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone512-399-3541
Fax512-628-3111
Office hoursBy Appointment Only
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$49.1M
Non-discretionary$97.6M
Total (RAUM)$146.8M