A complete list of active advisors currently associated with Capital Advisers, Inc.

Warmer can help you find a great advisor at Capital Advisers, Inc. or one who fits your needs even better.

Capital Advisers serves both individual (including high‑net‑worth) and institutional clients, providing discretionary portfolio management and customized investment solutions across traditional and alternative (private markets) asset classes. The firm manages client assets on a percentage‑of‑AUM basis and does not offer a wrap fee program or standalone financial planning services. The firm follows an independent, open‑architecture approach, selecting no‑load and load‑waived mutual funds, ETFs, and separate account managers through combined quantitative and qualitative research. Asset allocation is treated as the primary driver of risk and return, with portfolios rebalanced at least quarterly and monitored for manager or process changes, cost‑ and tax‑efficiency, and liquidity considerations. Capital Advisers is notable for its size relative to its advisory team, managing roughly $620 million across more than 1,500 accounts, which results in an unusually high number of accounts and AUM per advisor for a firm of this structure. The firm is singly owned, offers no proprietary products, and highlights that its senior decision‑makers include individuals with legal, regulatory, and qualified‑plan administration experience, which the brochure identifies as part of its investment governance and risk oversight.

To learn more about the advisors currently working at Capital Advisers, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.