Icapital Wealth is an investment advisor in Clayton with $444.17 mm assets under management.
Company profile
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
853195244
SEC advisor number
801-119696
FINRA CRD number
311102
AUM ?
$296.88 mm
(as of 17 Mar 23)
Accounts
162
(as of 17 Mar 23)
Employees
3
(3 investment advisory or research)
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
2 Aug 24
13F-HR
Quarterly holdings report by institutional manager
3 May 24
13F-HR
Quarterly holdings report by institutional manager
5 Feb 24
13F-HR
Quarterly holdings report by institutional manager
24 Oct 23
13F-HR
Quarterly holdings report by institutional manager
1 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
11 Aug 22
13F-HR
Quarterly holdings report by institutional manager
12 Apr 22