CAPITAL FLUENCY

Overview

Capital Fluency is an independent registered investment adviser organized as a limited liability company that focuses on serving individuals and families. The firm allocates the vast majority of client assets to public equities and operates with a clear equity preference, while also maintaining access to a broad set of alternative strategies. Its advisory services include financial planning, discretionary portfolio management for both individuals and small businesses, pension consulting support, and educational workshops. Fee arrangements are flexible across percentage-of-AUM, hourly, fixed-fee and performance-based structures, which supports both ongoing portfolio management relationships and project-based planning engagements. The firm is not positioned as an active ESG investor and is not structured as a multi-state adviser. Capital Fluency describes itself as client-centric with an owner-operated model, which is reflected in a compact team and a concentrated asset base that emphasizes exchange-traded equities as the primary investment sleeve.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices