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Approach Capital LLC

● SEC registered since 2026CRD 291807SEC# 801-136372
Export (members)
Reg. AUM
$100M
Employees
1
Accounts
235
Location

Approach Capital LLC assets under management

Approach Capital LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2026. It reports $100 million in regulatory assets under management and employs 1 people.

Approach Capital LLC owners & executives

1 reported
NameTitleOwnershipSince
Gregory Don Stott ControlManaging Member & Chief Compliance OfficerOver 75%2017

Frequently asked questions

How much does Approach Capital LLC manage?

Approach Capital LLC reports $100 million in regulatory assets under management on its Form ADV.

How many employees does Approach Capital LLC have?

Approach Capital LLC reports 1 employees.

Does Approach Capital LLC disclose fund performance?

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

Contact & registration

Phone(480) 993-9733
FaxN/A
Office hours8:00a.m. - 5:00p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Regulatory AUM

$100MNo change
Apr '26 — $100MMay '26 — $100MJun '26 — $100M
Apr '26Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 93%
Larger than 7% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers

Assets under management

$100Mregulatory AUM
Discretionary $100M