CAPABLE WEALTH, LLC

Overview

Capable Wealth, LLC is an independent RIA focused on advising individual and family clients with a decidedly equity-first approach. The firm provides financial planning, portfolio management for individuals and small businesses, selection of outside advisers, and educational workshops. Its fee model is flexible — charging a percentage of AUM as well as hourly and fixed fees — and it identifies itself as a capital allocator, able to place client capital with third‑party managers when appropriate. The practice leans toward liquid, exchange‑traded instruments as the core of client portfolios and reports no emphasis on ESG investing. Services are aimed at retail and family clients rather than institutional or pension clients, and the firm manages accounts on a discretionary basis.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices