Capital Design Private Wealth LLC
Firm details
- Headquarters
- Portsmouth, New Hampshire
- CRD number
- 300472
- Registered since
- January 6, 2023
- Website
- www.capitaldesignpw.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals52.08%
- HNWI47.92%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Capital Design Private Wealth LLC is an independent, individual-owned RIA that registered with the SEC in 2023. The firm provides financial planning and portfolio management services tailored to individuals, families and small-business owners. Its advisory fees are charged as a percentage of assets under management or as fixed fees. The firm indicates a primary client focus on individual and family relationships rather than institutional or pension work, and it does not position itself as an ESG-focused manager or as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities50%
- Public Funds/Mutual Funds36%
- Cash & Cash Equivalents10%
- Other4%
Owners & executives
1 of 1
Andre Laplante
Partner and Chief Compliance OfficerCRD 5781133
Contacts
1 of 1
Hilton Kelly
Co-FounderCRD 4303042
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Portsmouth, NH
Rockingham
Location
Portsmouth, NH
Headquartered in Portsmouth, NH, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Rockingham
- Address
- 36 Maplewood Ave
- Time zone
- ET (UTC-5)
- Office locations
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