# CAPITAL RESOURCES AND INSURANCE, INC

CAPITAL RESOURCES AND INSURANCE, INC of HUNTINGTON BEACH, CA is an SEC-registered investment adviser.

## Registration

- CRD: 301878
- Type: SEC-registered investment adviser
- Location: 5932 BOLSA AVENUE, HUNTINGTON BEACH, CA, 92649
- Phone: 714-903-2400
- Latest filing: 2026-07-28
- Regulatory AUM: $54.8M
- Discretionary AUM: $54.8M
- Clients: 2
- Accounts: 146

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/301878/brochure
- Similar advisers: https://search.stillhousedata.com/firm/301878/similar
- Related entities: https://search.stillhousedata.com/firm/301878/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/301878

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.