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STOCKS & SHARES, BONDS, PRIVATE EQUITY, DIGITAL ASSETS

Capital Value Securities manage more than $3.5 billion for over 5,200 institutional and retail clients.

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INVEST WITH US, INVEST IN YOUR FUTURE

Capital Value Securities offers 16 years of financial advice.

Capital Value Securities create tailored solutions that aim to meet the complex requirements of private clients and family offices, helping their wealth to grow and legacies to continue. Our dedicated investment teams draw on deep experience in the management of private wealth to build custom portfolios from the ground up based on each client’s distinct objectives.

Capital Value Securities were founded in 2007 and using informed solid investment principles, we create portfolios that provide meaningful outcomes for each client.

Our head office is based in Adelaide, however we serve a community of families all over Australia with deep client partnerships, grounded in customized service and one-of-a-kind portfolio management.

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$3.55Bn

Assets under management

34+

Private equity transactions

4 Investment Strategies

STOCKS AND SHARES, PRIVATE EQUITY, BONDS AND DIGITAL ASSETS

INVESTING IN THE FUTURE

Whether you’re a first-generation wealth creator, a family trustee, a business owner, or looking for help with your superannuation, we can help. We’ll navigate the complexities of investing to build and preserve your assets for you and your future generations.

View our Equity Portfolio

YOUR ONLINE ACCOUNT

The Capital Value Securities online portfolio dashboard.

Once you sign up for a Capital Value Securities investment account you can monitor your portfolio at all times from our dedicated portfolio dashboard. Easily split your portfolio between your personal funds and those managed in your SMSF.

You can track all of your investments quickly and easily, coupled with our expert advice and investment options, you can navigate and profit from the market's moves at every turn.

About Us

"We never thought it was possible as a retail investor to get the advice we have received from Capital Value Securities. They have completely got our retirement plan back on track in just 8 months."

Dean Hammond, Sydney, Australia

Core Investment Strategies

16 Years of Wealth Creation

Capital Value Securities launched in 2006 and since then we have grown to manage more than $3.55 billion on behalf of over 5,000 Australian investors.

We also invest our own funds into the investment options we present to our clients, this method gives our clients peace of mind, knowing that we are protecting and growing your capital along with our own.

Our Strategies

A TIME TO REFLECT

Financial years 2022-2023



As we look back on the last two financial years, we have witnessed times that have tested the resiliency of our economy and our communities. However despite these challenging times, we’ve succeeded where many asset management companies have failed and we have continued to make our clients capital grow way above the industry benchmark.

Our clients have experienced substantial capital appreciation through various private equity dealings, including those in cutting-edge companies like Rivian, Roblox, and Wise. This growth, when synergized with our strategic positions in tech giants such as Amazon, Meta (formerly Facebook), Netflix, and others, along with the robust performance of our comprehensively managed cryptocurrency portfolio, has culminated in remarkable returns for our clientele.
 

Join Our Expanding Team

Help us to Shape the Future

We believe that our firm’s principles and purpose attract some of the industry’s finest investment professionals — individuals of exceptional intellect, character, and capability. Across our organization, in every role and function, our people are dedicated to investment excellence and committed to client success.

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