CAPITAL B ADVISORY SERVICES LLC

CAPITAL B ADVISORY SERVICES LLC of MIDDLETOWN, NJ is an SEC-registered investment adviser (CRD 339698).

Registration

• CRD: 339698
• Type: Registered investment adviser
• Location: 21 LORRAINE PLACE, MIDDLETOWN, NJ, 07748
• Phone: 732-708-2108
• Latest filing: 2026-05-28
• Clients: 1

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 339698 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search