PPrivate Fund Data
CompaniesFundsPeopleRankingsScreener

Vanguard Capital Wealth Advisors, LLC

● SEC registered since 2016CRD 285052SEC# 801-108419Denver, CO
Export (members)
Reg. AUM
$190.4M
Employees
5
Accounts
414
Location
Denver, CO

Vanguard Capital Wealth Advisors, LLC assets under management

Vanguard Capital Wealth Advisors, LLC is an SEC-registered investment adviser based in Denver, CO. The firm has been registered since 2016. It reports $190.4 million in regulatory assets under management and employs 5 people.

Vanguard Capital Wealth Advisors, LLC owners & executives

3 reported
NameTitleOwnershipSince
John Derek Borcich ControlMember25-50%2016
Julia Clare Youngblood ControlMember25-50%2016
Vincent Mark Polivka ControlMember, Cco25-50%2016

Frequently asked questions

How much does Vanguard Capital Wealth Advisors, LLC manage?

Vanguard Capital Wealth Advisors, LLC reports $190.4 million in regulatory assets under management on its Form ADV.

How many employees does Vanguard Capital Wealth Advisors, LLC have?

Vanguard Capital Wealth Advisors, LLC reports 5 employees.

Where is Vanguard Capital Wealth Advisors, LLC located?

Vanguard Capital Wealth Advisors, LLC is based in Denver, CO and has been SEC-registered since 2016.

Does Vanguard Capital Wealth Advisors, LLC disclose fund performance?

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

Contact & registration

Address999 18 St Suite 3000, Denver, CO 80202
Phone844-861-7504
Fax949-474-0495
Office hours9a.m. - 4p.m.
SEC regionDenver Regional Office (DRO)
CIK1730578
Discloses disciplinary historyYes

Regulatory AUM

$190.4M▲ 11%
Mar '25 — $171.3MApr '25 — $171.3MMay '25 — $171.3MJun '25 — $171.3MJul '25 — $171.3MAug '25 — $171.3MSep '25 — $171.3MOct '25 — $171.3MNov '25 — $171.3MDec '25 — $171.3MJan '26 — $171.3MFeb '26 — $171.3MMar '26 — $190.4MApr '26 — $190.4MMay '26 — $190.4MJun '26 — $190.4M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 76%
Larger than 24% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers

Assets under management

$190.4Mregulatory AUM
Discretionary $190.4M