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Caplinger Gary Berlin (Palm Beach Gardens)


Caplinger Gary Berlin is a mid-sized advisory firm based in Palm Beach Gardens. It manages $29.51 million of regulatory assets for 53 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Florida.




Caplinger Gary Berlin provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Caplinger Gary Berlin: assets under management

The assets under management (AUM) of Caplinger Gary Berlin is $29.51 million. The firm's AUM has gone down by -20% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $19.62 million in discretionary accounts and $9.89 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.31 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $260.24 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Caplinger Gary Berlin for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Palm Beach Gardens

The principal office where Caplinger Gary Berlin performs its advisory services is located at 10625 N Military Trail, Palm Beach Gardens, FL 33410 6548, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 561-627-4601 or by fax 561-627-8558. The normal business hours are 8:30 - 5:00 on Other.


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