A complete list of active advisors currently associated with Capital B Advisory Services LLC

Warmer can help you find a great advisor at Capital B Advisory Services LLC or one who fits your needs even better.

Capital B Advisory Services is a newly registered independent investment adviser that provides portfolio management and financial planning primarily to individuals and high-net-worth individuals. The firm offers a mix of asset-based ongoing advisory arrangements alongside fixed-fee model setup services and hourly financial planning engagements. The firm tailors advice to each client’s financial circumstances, objectives, and risk tolerance, typically employing asset allocation, risk profiling, and long-term investment strategies and recommending publicly traded mutual funds, exchange-traded funds, and individual securities. Portfolio reviews are performed on a regular quarterly basis and services are generally delivered on a non-discretionary basis, although the firm may accept discretionary authority when expressly granted in writing. Distinctive features in the brochure include that this is an initial filing and the firm reported managing no client assets as of the filing date, and the principal discloses active involvement in a separate, non-advisory operating business outside the advisory firm. The brochure also highlights several operational choices that differ from some peers: the firm does not accept commissions or performance-based fees, does not vote client proxies, and has a Code of Ethics and personal trading policies to address potential conflicts.

To learn more about the advisors currently working at Capital B Advisory Services LLC, 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.