CAPABLE WEALTH, LLC

CAPABLE WEALTH, LLC of LATHAM, NY is an SEC-registered investment adviser (CRD 288448). Regulatory assets under management: $21.2M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 288448
• Type: Registered investment adviser
• Location: 22 CENTURY HILL DRIVE, LATHAM, NY, 12110
• Phone: 518-290-7723
• Latest filing: 2026-01-09
• Regulatory AUM: $21.2M
• Discretionary AUM: $21.2M
• Clients: 1
• Accounts: 202

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 288448 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search