CAPITAL SOLUTIONS ADVISORS, LLC

Overview

Capital Solutions Advisors, LLC is a small, independent registered investment adviser organized as an LLC that provides financial planning, portfolio management for individuals and small businesses, and publishes periodic client communications. The firm serves both individual and family clients as well as some institutional relationships and operates under a mix of fee arrangements — percentage of AUM, hourly charges and fixed fees — reflecting a blend of ongoing portfolio management and project-based planning work. Capital Solutions Advisors does not position itself as a capital allocator, and it is not listed as an active ESG investor or a multi-state adviser. Investment activity shows a clear tilt toward public equities: the firm’s stated asset preference is equities, with exchange-traded equities representing its most-used asset type. Given the custody relationships and asset mix, the firm appears to manage compact, equity-focused portfolios that combine traded equities and pooled mutual fund exposures alongside targeted alternative allocations into real estate through outside managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices