Capital Wise Advisory

Overview

Capital Wise Advisory is an independent, single-owner limited liability company that provides financial planning and portfolio management primarily for individuals, families and small businesses. The firm charges a mix of percentage-of-AUM, hourly and fixed fees and reports itself as an active ESG investor. Its advisory scope centers on discretionary portfolio management and planning rather than institutional consulting or capital allocation. The adviser is small and locally focused: it is not registered as a multi-state adviser, does not identify a related adviser structure, and does not operate as a pension consultant. Business activity emphasizes direct client relationships rather than third-party capital sourcing.

Assets & Accounts

Public Holdings

Investments & Alternatives