Brandon Capps
Brandon Capps is a registered investment advisor at Park Avenue Securities LLC, based in Scottsdale, AZ, with 20 years of industry experience. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, Retirement Planning. Their firm serves 71,074 clients with $15B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Park Avenue Securities (PAS) offers investment management through various programs. Some programs charge an all-inclusive bundled fee based on the value of your investments. This fee covers investment advice, trading, and other administrative costs. Fees vary depending on the specific program you choose. PAS also offers a digital advisory program called VestWise with a lower fee structure. PAS representatives are compensated for servicing your accounts, and this compensation may be more than if you paid separately for investment advice and brokerage services.
Location
Scottsdale, AZ
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Regulatory History (1)
Customer Dispute
November 2024Other Business ActivitiesSells Insurance
Brandon is licensed with multiple insurance companies, including Mass Mutual and Target Insurance, to supplement his offerings through Guardian, spending minimal time on these activities. He also dedicates full-time hours to Velocity Wealth Management, LLC and about 10-20% of his time to VibeQuest LLC, an airline comfort travel product.
Employment History
Current Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Park Avenue Securities LLC
Previous Registrations
New England SecuritiesBroker
State Registrations34 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.