← Directory
CAPITAL ACHIEVEMENTS, LLC
CRD 291108File 801-131269
APPROVED
Retail clients
Filing as of Jan 14, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$154.6M
Bottom 25% of cohort (national)
Discretionary AUM
$52.6M
Non-discretionary $102.1M
Clients
39
170 accounts
Employees
1
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Oct 9, 2024
- Principal office
- Not reported
- Phone
- 512-399-3541
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $154.6M
- Discretionary AUM
- $52.6M
- Non-discretionary AUM
- $102.1M
- Discretionary accounts
- 45
- Non-discretionary accounts
- 125
- Total accounts
- 170
- AUM per client
- $4.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 32 | $145.9M |
| Individuals (other than high net worth individuals) | 7 | $2.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- 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
- No
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 41 | 39 |
| Aug 12, 2026 | Registration | — | APPROVED |
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.