CAPITAL ENHANCEMENT, LLC

Overview

Capital Enhancement, LLC is an independent registered investment adviser that serves individual and family clients with a clear tilt toward equity exposure. The firm operates primarily as a capital allocator, providing financial planning, portfolio management for individuals and small businesses, and selecting outside advisers or sub‑managers where appropriate. Its fee model is a mix of asset‑based fees, hourly billing and fixed fees, which supports both ongoing advisory relationships and project‑based planning engagements. The practice appears to run largely on a non‑discretionary basis, meaning clients retain trading authority while the firm provides investment recommendations and portfolio construction. Capital Enhancement, LLC does not present itself as an active ESG investor and is not structured as a multi‑state advisory platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices