CAPITAL B ADVISORY SERVICES LLC

Overview

Capital B Advisory Services LLC is organized as a limited liability company controlled by an individual owner and positioned to provide financial planning and portfolio management for individuals and small businesses. The firm is classified as unclassified in the source dataset and is not identified as a capital allocator or related adviser. It is also not listed as a pension consultant. Advisory offerings include traditional financial planning alongside discretionary or non‑discretionary portfolio management for individual and small‑business clients. The firm supports multiple billing arrangements — percentage of assets under management, hourly charges, and fixed fees — which allows flexibility across client needs and engagement types. The dataset flags the firm as not actively pursuing ESG investing and not operating as a multi‑state adviser.

Assets & Accounts

Location & Offices