Capis

Overview

Capis is organized as a corporation with ownership described as a combination of a domestic entity and an individual. The firm is classified as "Unclassified" in the source data and does not appear to act as an independent capital allocator. It is not identified as an active ESG investor. The dataset indicates the adviser does not operate as a multistate adviser, is not newly formed, and is not identified as a pension consultant or related adviser. There is limited public information about the firm's advisory or business activities and no client segments or fee schedule is provided in the source material.

Assets & Accounts

Location & Offices