Amir A Dadabhoy

Real Talk Capital, LLC

13 Years of Experience

View SEC Summary

Areas of Practice

Financial Planning & CoachingInvestment ManagementRetirement PlanningBusiness OwnersHigh Net Worth

Real Talk Capital, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

5 advisors

Number of Clients

152 clients

Average Client Portfolio

$945K average

Assets Under Management

$143.6M

Fee Structure

Minimum Investment:$10K

Location

1616 Camden Road, Suite 510, Charlotte, NC, 28203

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Valtrion Capital Management, LLC

June 2025 - Present · 8 mos

Previous Registrations

Bgw Wealth Advisors, LLC

October 2023 - July 2025 · 1 yr 9 mos

Kestra Private Wealth Services, LLC

March 2023 - October 2023 · 7 mos

Kestra Investment Services, LLCBroker

March 2023 - October 2023 · 7 mos

Kestra Advisory Services, LLC

March 2023 - March 2023 · 0 mos

Bgw Wealth Advisors, LLC

June 2022 - March 2023 · 9 mos

Morgan Stanley

July 2012 - June 2022 · 9 yrs 11 mos

Morgan StanleyBroker

May 2012 - June 2022 · 10 yrs 1 mo

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.