Capital Advice, LLC

Capital Advice serves individual investors and also works with other registered investment advisers and institutional subscribers, providing discretionary investment management, a sub‑manager/market‑timing signal service, and management of variable annuity subaccounts. The firm also refers clients to unaffiliated third‑party money managers and conducts educational seminars and presentations to explain its strategies and support marketing efforts.

The firm’s investment approach is model‑driven and technical in nature, relying on proprietary signals derived from trend, momentum, and volatility indicators to trade fixed‑income and equity exposures across a range of named strategies (e.g., Preference, Shelter, Symmetry, Dynamic Core, Tactical Rate). Strategies include long‑only, long/neutral, long/short, and leveraged or inverse exposures, with mechanical rebalancing and defensive shifts into treasuries or cash when signals indicate stress.

Distinctive features include the firm’s provision of market‑timing signals and a sub‑manager program for other advisers, as well as the availability of negotiable performance‑based fee arrangements for certain RIA and institutional clients—capabilities that are uncommon among independent solo firms. The brochure also discloses back‑tested hypothetical performance for its models, documents the use of seminars and workshops for outreach, and notes the firm’s ability to manage strategies inside variable annuity contracts and through third‑party custodial and reporting platforms.