CAPITAL STRATEGIES, INC.

Overview

Capital Strategies, Inc. is a small, privately owned investment adviser that focuses on discretionary portfolio management for both individual and institutional clients. The firm charges a percentage of assets under management and can also bill on an hourly basis. Its advisory services include portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting services, selecting other advisers, and producing written investment materials and educational seminars. The firm has a clear equity tilt: exchange-traded equities are the dominant holding type and the filing lists equities as the preferred asset class. Capital Strategies, Inc. is not an active ESG investor and is registered to serve a single state footprint rather than as a multistate adviser. It identifies as a capital allocator, though its public filing emphasizes liquid, listed exposures rather than a broad menu of private or bespoke alternative mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices