Capital Solutions Advisors, LLC

The firm provides investment advisory and financial planning services primarily to individual clients, offering both discretionary and non-discretionary asset management as well as comprehensive and hourly financial planning. It discloses no account minimum and also markets a paid educational digital magazine as an ancillary offering.

Investment programs are tailored to each client's stated goals, risk tolerance, and time horizon, with security selection and asset allocation driven by fundamental, technical, charting and cyclical analysis. The firm uses a range of strategies — including long- and short-term investments, option strategies (covered and uncovered) and hedged equity approaches — and conducts account reviews at least quarterly to monitor suitability and rebalancing needs.

What is atypical for a firm of this size is the scope of trading activity and custody options: despite managing roughly $119,000 across about a dozen client relationships, the firm permits margin and options trading and recommends custodians such as Interactive Brokers and Altruist/Apex for low‑cost, fully digital account integration. The firm also discloses significant outside business activities (a data science role at a medical device company and management of a renewable energy consulting entity consuming about 40% of management’s time) and does not vote client proxies, leaving proxy voting to clients.