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VLB CAPITAL

WESTON, FL · CRD 324885 · IAPD ↗ · 3058504543

$0Regulatory AUM
1Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
120-Day ApprovalSEC status

Filing changes

65
February 2024 — VLB CAPITAL now reports custody of client assets.
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
75
February 2024 — VLB CAPITAL now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM

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