Company Information

Get to know capital discovery advisors

Founded in 2009, Capital Discovery Advisors, LLC is a Denver-based independent wealth management firm registered with the U.S. Securities and Exchange Commission (SEC). The firm acts as a fiduciary, serving high-net-worth individuals, families, and institutions by providing objective financial planning and customized investment portfolio management. Their core mission is to help clients achieve their long-term financial goals through a disciplined and research-driven investment approach, free from the conflicts of interest associated with commission-based products.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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capital discovery advisors

United States

Founded in

2015 (11 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

Security Information :

BVI FSC

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.