Eur.Ocapital Advisors, Inc (Miami)

Name: Eur.Ocapital Advisors, Inc
Address: 1001 Brickell Bay Drive, Miami, FL, 33131
Telephone: 786 621-5858

Eur.Ocapital Advisors, Inc is a large advisory firm based in Miami. It manages $99.54 million of regulatory assets for 12 client accounts. It has been registered with the SEC as an adviser since 2019 and has operated in the jurisdiction of Florida.

Eur.Ocapital Advisors provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and global financial advisory; consolidated account statement; consolidated financial analysis. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Eur.Ocapital Advisors: assets under management

The assets under management (AUM) of Eur.Ocapital Advisors, Inc is $99.54 million. $99.54 million of the total AUM is attributable to clients outside of the United States.

Investments

The firm invests in exchange traded securities the most. They account for 30% of the total AUM. The second-largest asset type is investment grade corporate bonds, which make up 25% of the firm’s portfolio. Investments in cash and cash equivalents form 25% of the total invested assets.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Eur.Ocapital Advisors, Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Eur.Ocapital Advisors serves?

The only and largest group of clients of Eur.Ocapital Advisors is high net worth individuals with 12 clients and $99.54 million of assets under management. Among the 7 most similar advisory firms, Eur.Ocapital Advisors has the highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $99.54 million for 12 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 100% of the firm’s clients are foreign persons or businesses.

Eur.Ocapital Advisors doesn't advise any private funds.

Careers at Eur.Ocapital Advisors, Inc

The company employs 3 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.

There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.

Based in Miami

The principal office where Eur.Ocapital Advisors, Inc performs its advisory services is located at 1001 Brickell Bay Drive, Miami, FL 33131, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 786 621-5858 or by fax 786-513-0239. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at eurocapital-advisors.com.