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CAPITAL UNITED, LLC

HILLSBORO, OR · CRD 285616 · IAPD ↗ · capunited.com · (424) 279-8308

$0Regulatory AUM
0Advisory reps
0Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

50
January 2026 — CAPITAL UNITED, LLC (HILLSBORO, OR) left the SEC roster (was $0 RAUM, 0 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
35
March 2025 — CAPITAL UNITED, LLC added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
80
May 2024 — CAPITAL UNITED, LLC (HILLSBORO, OR) is newly SEC-registered with $159.3M RAUM and 0 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.