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AQUA CAPITAL ADVISORS

Legal name: AQUA CAPITAL ADVISORS LLC

CRD 151887File 801-130676
APPROVED
Retail clients
Custody
Filing as of Apr 20, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$143.8M
Bottom 25% of cohort (national)
Discretionary AUM
$143.8M
Clients
44
167 accounts
Employees
4
Bottom 25% of cohort in CA

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
LARO
Registration date
Jul 12, 2024
Principal office
1901 AVENUE OF THE STARS, SUITE 1005, LOS ANGELES, CA, 90067
Phone
310-492-9680

Assets & accounts

ADV Item 5F
Total regulatory AUM
$143.8M
Discretionary AUM
$143.8M
Non-discretionary AUM
$0
Discretionary accounts
167
Non-discretionary accounts
0
Total accounts
167
AUM per client
$3.3M

Clients by type

ADV Item 5D
Client typeClientsAUM
High net worth individuals24$137.3M
Individuals (other than high net worth individuals)20$6.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • Hourly charges
  • A percentage of assets under your management

Advisory activities

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.