Arvind Venkateswaran is a registered investment advisor at Capital V Group LLC, based in Cupertino, CA, with 10 years of industry experience. Arvind operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more.
Compensation
Firm Size
IM Fee
Fee Structure
Capital V Group charges $350 per hour for financial planning and consulting services. Creating a financial plan typically takes 4 to 10 hours, while a plan update takes 1 to 4 hours, depending on the complexity of the services provided.
Location
10080 N Wolfe Rd Ste Sw3200, Cupertino, CA, 95014
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Arvind operates Capital V Group as a DBA for his LPL business since 2019. This activity takes a few hours per week, with 3 hours during securities trading.
Employment History
Current Registrations
Capital V Group LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Liberty Wealth Management, LLC
Liberty Wealth Management, LLC
State Registrations5 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.