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AVILA REAL ESTATE CAPITAL

CORTE MADERA, CA · CRD 325431 · IAPD ↗ · avilacapllc.com · 415-561-0600

$341.2MRegulatory AUM
24Advisory reps
47Employees
5Clients
n/aPlanning clients
5Private funds
3States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

30
April 2026 — AVILA REAL ESTATE CAPITAL notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
38
April 2026 — AVILA REAL ESTATE CAPITAL added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
52
April 2026 — AVILA REAL ESTATE CAPITAL reported RAUM up 49% ($226.7M -> $336.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
57
April 2026 — AVILA REAL ESTATE CAPITAL grew from 20 to 24 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
80
August 2025 — AVILA REAL ESTATE CAPITAL (CORTE MADERA, CA) is newly SEC-registered with $226.7M RAUM and 20 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.