CAPITAL ADVICE, LLC

CAPITAL ADVICE, LLC is an SEC-registered investment adviser (CRD 300414). Regulatory assets under management: $1.3M.

Registration

• CRD: 300414
• Type: Registered investment adviser
• Phone: 972-516-1009
• Latest filing: 2026-03-20
• Regulatory AUM: $1.3M
• Discretionary AUM: $1.3M
• Clients: 1
• Accounts: 8

Business model

Compensation: % of AUM, Performance.

Clients served: High net worth, Pooled vehicles, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 300414 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search