Capital V Group

Cupertino, California

★ 5.0 (9 reviews)
Call (408) 725-7122 Visit website →

About

Capital V Group is an independent registered investment advisor based in Cupertino, California, affiliated with LPL Financial and led by Arvind Ven, who holds an MBA from MIT Sloan, an AIF designation, and over twenty years of finance experience including corporate leadership and venture capital advisory work. The firm provides investment consulting, portfolio management, asset allocation, advanced planning services encompassing tax planning, wealth transfer, and charitable giving, along with relationship management through regularly scheduled reviews and meetings. Capital V Group's approach centers on a consultative engagement model designed to understand client values and goals before developing tailored plans, with support from a team that includes professionals in legal, tax, insurance, and investment advisory functions.

Firm details

Firm type
Independent RIA
Languages
English
Hours
Sunday: Closed, Monday: 9AM-7PM, Tuesday: 9AM-7PM, Wednesday: 9AM-7PM, Thursday: 9AM-7PM, Friday: 9AM-7PM, Saturday: Closed
SEC registered
No

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