Capital United Investments LLC

Overview

Capital United Investments LLC is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients, offering financial planning and portfolio management for individuals, small businesses, and larger business or institutional clients. Its service set also lists pension consulting services alongside traditional wealth-management work. The firm operates with a mixed-fee approach—percentage-of-AUM billing supplemented by hourly charges and the ability to assess performance-based fees. Separately, the firm is identified as a real estate broker in its filings, indicating a business line or affiliation beyond pure advisory services. The adviser does not identify as an active ESG investor and is not designated as a multi-state or newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives