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MONEY CONCEPTS CAPITAL CORP

Doing business as MONEY CONCEPTS ADVISORY SERVICE. SEC Form ADV profile.

Total regulatory AUM
$4,067,994,442
Discretionary
$2,477,216,370
Non-discretionary
$1,590,778,072

Firm details

CRD number
12963
SEC file number
801-39736
Main office
PALM BEACH GARDENS, FL, United States
Employees
478
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees Other

As of October 2026.