Capital Intelligence Advisors, Inc.

Overview

Capital Intelligence Advisors, Inc. is a small, corporation-structured advisory firm owned by an individual and focused on financial planning services rather than large-scale discretionary portfolio management. The firm charges clients on an hourly and fixed-fee basis, which aligns with a fee-for-service, planning-centric model rather than a traditional asset-gathering RIA approach. It is not registered or positioned as a multi-state adviser, is not designated an active ESG investor, and does not list pension consulting or related-adviser activities. Industry relationships include ties to another investment adviser and an insurance company, suggesting coordination with insurance products or external advice channels rather than internal capital allocation.

Investments & Alternatives

Location & Offices