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Capital Design Private Wealth LLC

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Client assets under management

$96,033,232

Clients

264

17% high-net-worth

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

132

Very High

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

Financial planning Portfolio management

Expertise

General retirement planning Cash flow / budgeting Tax-loss harvesting Active portfolio management

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Fee options

Fixed

Fixed fee engagements with estimates provided prior to engagement.

Percentage

$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%

Subscriptions

Foundations and Partnering tiers start at $175 per month, billed quarterly in arrears.

Other

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

More info

Florida · Louisiana · Maine · Massachusetts · New Hampshire · Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 603-610-8290

Advisors at this firm

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user avatar

Hilton K

Series 66

Portsmouth, NH

Capital Design Private Wealth LLC

Hilton Kelly Jr. is a financial advisor with Capital Design Private Wealth LLC and holds a Series 66 designation. He has 25 years of industry experience, including 19 years at Ameriprise Financial Services, Inc. prior to joining Capital Design Private Wealth in 2019. Capital Design Private Wealth LLC is an SEC-registered advisory firm serving individuals, trusts, estates, and retirement plans. The firm offers portfolio management, financial planning, and a three-tiered advisory service model, employing a blend of fundamental and technical analysis while allowing for client-directed brokerage relationships and customized investment restrictions.

General retirement planning Cash flow / budgeting Tax-loss harvesting Active portfolio management
user avatar

Andre L

Series 63, Series 66

Portsmouth, NH

Capital Design Private Wealth LLC

Andre Laplante is a financial advisor at Capital Design Private Wealth LLC with 15 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Ameriprise Financial Services, Inc. from 2015 to 2019. Capital Design Private Wealth LLC is an SEC-registered advisory firm serving individuals, including high-net-worth clients, trusts, estates, and retirement plans. The firm offers portfolio management, financial planning, and consulting through a three-tiered advisory model that ranges from planning-only to discretionary investment management, utilizing a mix of low-cost mutual funds, ETFs, and other investment vehicles.

General retirement planning Cash flow / budgeting Tax-loss harvesting Active portfolio management
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