EFFICIENT CAPITAL STRATEGIES, LLC

EFFICIENT CAPITAL STRATEGIES, LLC of BARRINGTON, RI is an SEC-registered investment adviser (CRD 283922). Regulatory assets under management: $11.6M.

Registration

• CRD: 283922
• Type: Registered investment adviser
• Location: 310 MAPLE AVE., BARRINGTON, RI, 02806
• Phone: 401-410-0202
• Latest filing: 2026-03-31
• Regulatory AUM: $11.6M
• Discretionary AUM: $11.6M
• Clients: 1
• Accounts: 14

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 283922 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search