Capital Achievements, LLC
● SEC registered since 2024CRD 291108SEC# 801-131269
Reg. AUM
$154.6M
Employees
1
Accounts
170
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 $154.6 million in regulatory assets under management and employs 1 people.
Capital Achievements, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ross Douglas Pauley Control | Chief Compliance Officer & Managing Member | Over 75% | 2017 |
Frequently asked questions
How much does Capital Achievements, LLC manage?
Capital Achievements, LLC reports $154.6 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
| Phone | 512-399-3541 |
| Fax | 512-628-3111 |
| Office hours | By Appointment Only |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$154.6M▲ 20%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 82%
Larger than 18% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$154.6Mregulatory AUM
Discretionary $52.6MNon-discretionary $102.1M