Firm profile

VIEW CAPITAL RIA, LP

DALLAS, TXCRD 130678Latest ADV March 30, 2026

View Capital Ria, LP is an SEC registered investment adviser organized as a limited partnership with a primary office location in Dallas, TX. Its latest Form ADV filing, dated March 30, 2026, reports $1.8B in regulatory assets under management, 18 employees, and 141 accounts.

Assets Under Management
$1.8B
Employees
18
Offices
--
Total Clients
141
Primary office
DALLAS, TX
2727 N. HARWOOD STREET, SUITE 225, DALLAS, TX, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOJeffrey G. Rupp

Advisory services offered

6 types reported
Financial Planning Services
Pension consulting services
Portfolio management for businesses

Fee models offered

4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 15, 2026

Client Coverage Demographics

Top client segmentHNWI represent 89.4% of total clients.
Top client categories% of clientsClients
1
HNWI
89.4%
126
2
Individuals
6.4%
9
3
Pooled Investment Vehicles
2.8%
4
4
Charitable
1.4%
2
Categories with <5 clients
Charitable Organizations<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$1.8Bas of March 30, 2026
Discretionary34.1%
$619M
34% of total RAUM34.1%
Non-discretionary65.9%
$1.2B
66% of total RAUM65.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$1.8B
Total Accounts141
10Y AUM Change+$872M (+92.4%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees18
Clients per Employee8:1
10Y Employee Change+2 (+12.5%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.