CAPITAL DESIGN PRIVATE WEALTH LLC

Overview

Capital Design Private Wealth LLC is an independent registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm operates under a fee model that combines percentage-of-assets and fixed-fee arrangements, and its client base is primarily individual and family households. Capital Design is not positioned as a direct capital allocator; instead it deploys client capital through third‑party managers and pooled vehicles. Investment activity centers on public funds and mutual funds as the primary vehicle for client exposures, with discretionary management comprising the firm’s stated assets. The adviser does not identify as an active ESG investor and is not registered as a multi‑state adviser. Advisory services emphasize tailored planning and portfolio construction rather than institutional pension or family‑office proprietary investment operations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices