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

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

Capital Estate Advisors, Inc. is a small advisory firm that provides discretionary investment supervisory services to individual clients, including high‑net‑worth individuals, trusts, estates and other legal entities. The firm manages portfolios across equities, fixed income, mutual funds and ETFs and also offers standalone financial‑planning engagements that include cash‑flow analysis and review of employer benefit plans. Investment decisions are driven by fundamental analysis performed by the firm’s principal, with a generally long‑term holding horizon and the occasional use of option writing where appropriate. Accounts are monitored on an ongoing basis with quarterly performance reviews, and the firm has the ability to debit advisory fees from client custody accounts. Distinctive features noted in the brochure include that the firm’s representatives may act as insurance agents and receive commissions on insurance products, a practice the firm says it discloses to clients and does not require them to follow. The firm describes written financial plans that include Monte Carlo projections and coordination with clients’ CPAs and attorneys, and it discloses a prior arbitration settlement arising from an investment‑related claim.

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