Approach Capital LLC
Approach Capital LLC is an SEC-registered wealth manager with $100.0M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Approach Capital LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 291807, data through 2026-04-28.
- AUM (assets under management / regulatory AUM)
- $100.0M (2026-04-28)
- Firm type
- Wealth Manager
- Employees
- 1
- Clients
- 100
- CRD
- 291807
- Ownership
- STOTT, GREGORY, DON
How much AUM does Approach Capital LLC have?
Approach Capital LLC reported $100.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-28).
Who owns Approach Capital LLC?
Disclosed owners and executives of Approach Capital LLC include STOTT, GREGORY, DON. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.