View Capital RIA
TL;DR
Formed in Dallas in 2004 as Bluffview RIA, the firm runs an advisory program and a consulting program with financial planning, plus pooled vehicles for private investments.
$1.8 billion
Regulatory AUM
As of ADV filing 2026-03-30
141
Accounts / Clients
135 clients
0
Disclosures
Item 11 events
SEC
Registration
SEC-registered
18
Team Size
employees, 11 advisory
22 yrs
Years Registered
First registered 2004
About View Capital RIA
Formed in Dallas in 2004 as Bluffview RIA, the firm runs an advisory program and a consulting program with financial planning, plus pooled vehicles for private investments.
Office: 2727 N. Harwood St, Suite 225, Dallas, TX 75201.
Best for: Families above $1M wanting outside-manager selection plus private deal access
Fee model and designations stated on the guide
Fees plus commissionsCFA or CPA named
Form ADV data
CRD130678
RegistrationSEC-registered
First registration2004
Regulatory AUM$1.8 billion
ADV filing date2026-03-30
Accounts141
Clients135 individual and high-net-worth clients
Employees18
Advisory employees11
Fee modelAdvisory fees; ADV 2A discloses a parent principal who may earn broker-dealer compensation
Minimum$1,000,000 standard, lesser accepted with approval; $1,000 minimum annual fee (ADV 2A)
Disclosure events (Item 11)0
DesignationsCFA and CPA named on the team page
Source: SEC Investment Adviser Public Disclosure, CRD 130678, as of ADV filing 2026-03-30, pulled October 10, 2026.
Ranked on ProCloser
- Top 10 Wealth Managers in Dallas, TX (2026): rank 10 of 10
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