A complete list of active advisors currently associated with Capital Designs

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

Capital Designs serves primarily high‑net‑worth individuals, trusts, and similar client types rather than retail, non‑HNW individual clients. Its brochure (see Item 4 Advisory Business and Item 7 Types of Clients) describes advisory services that emphasize planning and consulting rather than providing discretionary portfolio management for individual accounts. The firm’s approach is consultative, focusing on financial planning, asset allocation advice and investment strategy recommendations while not offering ongoing portfolio management for most individual clients (see Item 8 Methods of Analysis and Item 16 Investment Discretion). Its fee arrangements differ from the common percentage‑of‑AUM model; the ADV (Item 5 Fees and Compensation) indicates the firm does not rely on AUM‑based fees. Compared with many independent advisers, Capital Designs is notable for combining a client roster concentrated toward higher‑net‑worth clients with a non‑AUM fee model and limited portfolio management services for individuals (see Item 7 and Item 5). That combination suggests the firm structures engagements around planning and consulting projects rather than the recurring discretionary asset‑management relationships that are common among peers.

To learn more about the advisors currently working at Capital Designs, 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.