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FTV CAPITAL

SAN FRANCISCO, CA · CRD 159568 · IAPD ↗ · 415-229-3000

$11.86BRegulatory AUM
66Advisory reps
119Employees
0Clients
n/aPlanning clients
18Private funds
3States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

85
February 2026 — FTV CAPITAL (SAN FRANCISCO, CA) is newly SEC-registered with $11.86B RAUM and 66 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.