CAPITAL FLUENCY

CAPITAL FLUENCY of IRVINE, CA is an SEC-registered investment adviser (CRD 306267). Regulatory assets under management: $18.6M.

Registration

• CRD: 306267
• Type: Registered investment adviser
• Location: 43 CORPORATE PARK, SUITE 104, IRVINE, CA, 92606
• Phone: (949) 990-6250
• Latest filing: 2026-03-01
• Regulatory AUM: $18.6M
• Discretionary AUM: $18.6M
• Clients: 1
• Accounts: 26

Business model

Compensation: % of AUM, Hourly, Fixed, Performance.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 306267 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search