CAPITAL WISE ADVISORY

Overview

Capital Wise Advisory is a small, independent registered investment adviser organized as an LLC and run by an individual owner. The firm focuses on financial planning and discretionary portfolio management for individuals and families, including small-business owners. Fee arrangements are flexible—percentage of AUM, hourly and fixed fees are used depending on the engagement—which fits a client base that ranges across modest household balances. Investment positioning is equity‑tilted: exchange‑traded equities are the most used asset type and roughly half of the firm’s assets sit in exchange‑traded instruments. The firm identifies as an active ESG investor, so public equity allocations are likely influenced by sustainability screens or ESG‑oriented funds. Capital Wise Advisory is not a multi‑state or pension consultant adviser and does not operate as a capital allocator; it relies on third‑party managers when it wants private or alternative exposure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices