Institutional
    SEC Registered

    Bonaventure Capital, LLC

    Registered investment advisor · Birmingham, Alabama · CRD #120780

    Assets Under Management
    $494M
    Client Accounts
    30
    Employees
    3
    CRD Number
    120780
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Bonaventure Capital, LLC

    ... business venture to establishing itself as a premier financial advisory firm in Spain. ... © Bonaventure Capital, LLC. All rights reserved. Form CRS | Privacy ... Steven Dauphin is a financial advisor at Bonaventure Capital, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has ... The firm employs 3 financial advisors to manage client portfolios and provide financial guidance. Bonaventure Capital, LLC is not a registered broker-dealer.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Bonaventure Capital, LLC

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    Frequently Asked Questions

    What is Bonaventure Capital, LLC's AUM?

    Bonaventure Capital, LLC reports approximately $494M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Bonaventure Capital, LLC headquartered?

    Bonaventure Capital, LLC is headquartered in Birmingham, Alabama.

    What is Bonaventure Capital, LLC's CRD number?

    Bonaventure Capital, LLC's CRD number is 120780. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Bonaventure Capital, LLC manage?

    Bonaventure Capital, LLC manages approximately 30 client accounts according to its latest SEC filing.

    Is Bonaventure Capital, LLC SEC registered?

    Yes, Bonaventure Capital, LLC is registered with the SEC as an investment adviser with an approved registration status.

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