CAPITAL RESOURCES AND INSURANCE, INC

CAPITAL RESOURCES AND INSURANCE, INC of HUNTINGTON BEACH, CA is an SEC-registered investment adviser (CRD 301878). Regulatory assets under management: $54.8M.

Registration

• CRD: 301878
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 301878 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search