View Capital Ria, Lp

View Capital RIA, LP is a Registered Investment Adviser based in Dallas, Texas, established in 2004. The firm specializes in managing client assets through two programs: the View Capital Advisory Program (VCAP) and the View Capital Consulting Program (VCCP). VCAP offers discretionary and nondiscretionary advisory accounts, investment manager advisory accounts, and financial planning services. Clients have access to multiple asset classes and asset managers. The minimum account value for either program is $1 million. VCCP caters to ultra-high-net-worth families or institutions and offers investment consulting and financial planning services. The firm may form Pooled Investment Vehicles for specialized investments. Clients can choose between Charles Schwab Institutional and Pershing for custody and trade execution. Fees are typically based on a percentage of assets under management and are negotiable. View Capital RIA acts as a fiduciary and does not vote proxies on behalf of clients unless agreed upon. The firm has no disciplinary history and has adopted cybersecurity policies to mitigate risks. As of December 31, 2024, the firm manages $1,774,409,102 in assets under management. For more detailed information, clients can request Brochure Supplements.