Vaibhav Patel is a registered investment advisor at Capital Client Group, INC., based in Carmel, IN, with 9 years of industry experience. Vaibhav operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
12711 N. Meridian Street, Carmel, IN, 46032
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Vaibhav is a host/owner of an AirBnB property since 2019, owner/president of Baymont Inn & Suites since 2020, and a model for Rune Model Management since 2021. Vaibhav is also the president of Onyx Capital Ventures LLC, where he gets paid to post social media content; these activities take minimal time or a few hours per week.
Employment History
Current Registrations
Capital Client Group, INC.
Capital Client Group, INC.Broker
Capital Client Group, INC.
Previous Registrations
Nationwide Investment Services CorporationBroker
State Registrations28 states
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