Capital Advice, LLC

Overview

Capital Advice, LLC is a very small, individually owned advisory firm that focuses on portfolio management for individuals, small businesses and select institutions. The firm acts as a capital allocator and makes use of third‑party managers where appropriate, offering both traditional portfolio management and selection-of-other-adviser services. Its fee model combines a percentage-of-assets approach with the option for performance-based fees, and the firm also provides market timing services and educational seminars. Investment posture is conservative by the numbers: cash and cash-equivalents are the dominant holding category, and the firm uses mutual funds and insurance products as core building blocks. Capital Advice does allocate to alternative real estate exposure through external managers, and it integrates annuity products into client strategies when appropriate. The firm does not position itself as an ESG investor and operates out of a single state office.

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Investments & Alternatives

Location & Offices