Capital Estate Advisors, Inc.

Overview

Capital Estate Advisors, Inc. is an independent registered investment adviser organized as a corporation that focuses on individual and family clients. The firm combines portfolio management and financial planning with insurance brokerage services and runs educational seminars and workshops. Its advisory mandate includes portfolio management for individuals, small businesses, and institutional/business clients; fee arrangements are a mix of percentage-of-AUM, fixed fees and commissions. Investment activity shows a clear preference for equities: the firm lists exchange-traded equities as its most-used asset type and expresses an equity-first orientation in public filings. It does not position itself as an allocator to third-party alternative managers, and it is not identified as an active ESG investor. The practice appears geared toward direct portfolio management and customized accounts rather than large-scale capital allocation to external alternative funds.

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Public Holdings

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Location & Offices