ACTIVO CAPITAL
MIAMI, FL · CRD 332726 · IAPD ↗ · 305-570-8277
$0Regulatory AUM
1Advisory reps
1Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
120-Day ApprovalSEC status
Filing changes
60
December 2025 — ACTIVO CAPITAL (MIAMI, FL) left the SEC roster (was $0 RAUM, 1 reps).
Recruiting & transitionsM&A & valuation
95
April 2025 — ACTIVO CAPITAL (MIAMI, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps.
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.