Carlos Sacasa
Borger Capital Management · Apopka, Florida
Carlos Sacasa is a fee-only financial advisor at Borger Capital Management in Apopka, Florida. Borger Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Borger Capital Management |
|---|---|
| Based in | Apopka, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $4.5M across 26 accounts |
| SEC registration | Investment adviser representative in CA, FL, WI · CRD 7343133 |
| Exams passed | Series 63 (2023) · Series 65 (2024) |
| Firm size | 3 employees |
| Disclosures | None reported |
How Carlos's firm compares
- Borger Capital Management's average account is about $171,000, from its Form ADV (assets managed divided by 26 accounts).
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Questions about Carlos
Is Carlos Sacasa a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Carlos holds no broker registration, and Borger Capital Management 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, Borger Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Carlos Sacasa based?
Carlos Sacasa is based in Apopka, Florida.
Is Carlos Sacasa registered with the SEC?
Yes. Carlos Sacasa is registered as an investment adviser representative in CA, FL and WI (CRD 7343133), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Borger Capital Management manage?
Borger Capital Management reports $4.5M across 26 accounts in assets under management.
How do I contact Carlos Sacasa?
Contact details aren't on file yet. Search for Borger Capital Management.
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
- 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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