Capital-E-Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$76,074,315
Total clients
87
48% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
87
Average account size
$874,417
About
Capital-E-Advisors is an independent, fee‑only registered investment adviser managing about $76 million for roughly 87 clients, including individuals, families, trusts, businesses and non‑profit organizations. The firm offers integrated financial planning and discretionary investment management and coordinates tax‑minimization and estate‑planning advice with clients’ external accountants and attorneys.
Portfolios are constructed using an evidence‑based framework that diversifies across traditional and alternative asset classes, with allocations tailored to client objectives and periodic rebalancing; the firm accesses exposures through ETFs, mutual funds, interval funds and private offerings. Capital‑E also implements borrowing (margin) and derivative strategies within separately managed accounts to pursue specific risk exposures — practices that are uncommon among independent peers.
Operationally, the firm follows a formal account‑repositioning process for transferred assets, requires client consent for private investments, and engages a third party to monitor and file class‑action claims on clients’ behalf. The brochure discloses that the firm does not carry professional liability insurance and notes a resolved 2019 state registration oversight, both items prospective clients may wish to review further.
Client services
Financial planning
Portfolio management
Expertise
Private / alternative investments
Wealth management
Tax-loss harvesting
Fee options
$0 - $500,000: 1.50% $500,000 - $1,000,000: 1.25% $1,000,000 - $3,000,000: 0.90% $3,000,000 - $5,000,000: 0.75% $5,000,000 - $10,000,000: 0.60% $10,000,000 - $50,000,000: 0.45%
Fee-only: Management fee based on asset tiers as listed; 100% fee-only revenue
Most active in
Capital-E-Advisors has reported serving >5 clients in these states in the last 12 months.
Kansas · Missouri
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
Quick links
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