Capital Design Private Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$96,033,232
Total clients
264
17% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
132
Average account size
$363,762
About
Capital Design Private Wealth LLC is an SEC‑registered advisory firm that serves individuals (including high‑net‑worth clients), trusts, estates and retirement plans. The firm provides portfolio management, financial planning and consulting, and a three‑tiered advisory offering that ranges from planning-only engagements to discretionary investment management.
The firm typically builds long‑term, diversified portfolios using low‑cost mutual funds and ETFs and may incorporate individual stocks, closed‑end funds, certificates of deposit, or structured products when appropriate. Capital Design combines fundamental and technical analysis with regular account monitoring, periodic reviews, and coordination with clients’ other advisors, while allowing clients to place reasonable investment restrictions on their accounts.
Noteworthy operational features for a firm of this size include a two‑partner structure that may operate under separate DBAs to deliver different service lines (including a niche planning focus for pilots) and the explicit three‑tiered service model that offers lower‑touch, subscription‑style planning tiers alongside full discretionary management. The firm also routinely implements client‑directed brokerage relationships, does not participate in wrap programs, and does not vote client proxies, which are material process choices that distinguish it from many peers.
Client services
Fee options
Fixed fee engagements with estimates provided prior to engagement.
$0 - $500,000: 1.25% $500,000.01 - $1,000,000: 1.15% $1,000,000.01 - $2,000,000: 1.00% $2,000,000.01 - $5,000,000: 0.75% $5,000,000.01+: 0.5%
Foundations and Partnering tiers start at $175 per month, billed quarterly in arrears.
Fee-only: Ongoing financial planning fees range from $900 to $5,000 annually billed monthly; Three-tiered advisory service fees start at $175 per month for Foundations and Partnering tiers.
Main office location
Capital Design Private Wealth LLC
36 Maplewood Avenue
Portsmouth NH 03801, United States
Number of offices
1
Most active in
Florida · Louisiana · Maine · Massachusetts · New Hampshire · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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