Capital Solutions Advisors, LLC

Overview

Capital Solutions Advisors, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm works with both individual and family clients as well as some institutional relationships, providing fee-for-service advice through a mix of percentage-of-assets, hourly, and fixed-fee arrangements. Core advisory services include financial planning, discretionary portfolio management for individuals and small businesses, and the publication of periodic investment or market commentary. The firm does not identify as an active ESG investor, is not set up as a multi-state adviser, and does not operate as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives