Carlos Feliciano
CAF Investments · Guaynabo, Puerto Rico
Carlos Feliciano is a fee-only financial advisor at CAF Investments in Guaynabo, Puerto Rico. Carlos focuses on retirement planning and small business owners. CAF Investments reports charging a percentage of assets, hourly fees and performance-based fees on its Form ADV.
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Specialties
Who they serve
- Founders
Facts
| Firm | CAF Investments |
|---|---|
| Based in | Guaynabo, Puerto Rico |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Performance-based fees |
| Assets under management | $40.5M across 532 accounts |
| SEC registration | Investment adviser representative in FL, PR, TX · CRD 7358921 |
| Exams passed | Series 65 (2023) |
| Firm size | 7 employees |
| Disclosures | Reported; see the SEC record |
| Website | cafinvestment.com |
| Profile |
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Questions about Carlos
Is Carlos Feliciano a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Carlos holds no broker registration, and CAF Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Carlos charge for financial advice?
Carlos's firm, CAF Investments, reports charging a percentage of assets, hourly fees and performance-based fees on its SEC Form ADV.
Where is Carlos Feliciano based?
Carlos Feliciano is based in Guaynabo, Puerto Rico.
What does Carlos specialize in?
Carlos's specialties include retirement planning and small business owners. Carlos works with founders.
Is Carlos Feliciano registered with the SEC?
Yes. Carlos Feliciano is registered as an investment adviser representative in FL, PR and TX (CRD 7358921), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does CAF Investments manage?
CAF Investments reports $40.5M across 532 accounts in assets under management.
How do I contact Carlos Feliciano?
Through Carlos's website, cafinvestment.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- CAF Investments website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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