Capital Gains Advisory
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Capital Gains Advisory LLC is a New Jersey fee-only registered investment adviser that manages a client’s entire financial picture under one roof. The firm exists because of a simple conviction: after seeing how often talented, high-earning entrepreneurs and professionals get let down by lazy, fragmented financial advice, it set out to do things differently. Too many business owners struggle to find someone solid, reliable, and responsive to handle their taxes or manage their investments, and almost never one person connecting the two, so big decisions get made in silos and money slips through the cracks in between.
Capital Gains Advisory closes that gap by combining personal finance and budgeting, business finances, investment management, tax planning, and tax preparation in one cohesive plan rather than a handful of disconnected pieces. As a fee-only fiduciary, the firm builds low-cost, diversified portfolios and ties every decision back to the client’s full tax and financial picture. It works primarily with young entrepreneurs and high-earning professionals.
Client services
Expertise
Occupation focus
Demographic focus
Main office
Township of Washington NJ
Advisors at this office
1
Most active in
New Jersey
Also doing business as
Capital Gains Advisory · Capital Gains Advisory LLC · Furlan Consulting LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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