Ecapital Advisors, Inc.
RIASEC Registered
Total AUM
$15.6M
Discretionary
$0
0% of AUM
Avg account
$2.2M
Accounts
7
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 114734
- Website
- ecapitaladvisors.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Ecapital Advisors, Inc. is an independent registered investment adviser that serves individual and family clients with financial planning and portfolio management for individuals and small businesses. The firm uses a mix of fee arrangements — percentage of assets under management, hourly charges, and fixed fees — and appears to operate primarily on a non-discretionary basis. It does not identify as an ESG-focused or multi-state adviser and is privately owned by an individual.
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
- Public Funds/Mutual Funds59%
- Exchange Traded Equities33%
- Cash & Cash Equivalents8%
Contacts
1 of 1Thomas Flowers
PresidentCRD 1398808
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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