Capital Intelligence Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Capital Intelligence Advisors provides financial planning services to individuals, families, small businesses and a broad set of institutional clients, including pension plans, foundations, endowments and certain foreign funds. The firm delivers written financial plans and ongoing planning engagement options rather than discretionary portfolio management and does not take custody of client assets.
The firm uses financial planning software to analyze clients’ circumstances and issues recommendations on insurance, retirement, tax and estate matters, generally without making specific security recommendations or exercising investment discretion. Advisor representatives are dually registered as registered representatives of LPL Financial and as licensed insurance agents, and clients may choose to implement recommendations through those channels; the brochure discloses the resulting supervisory relationships and potential conflicts of interest.
Compared with many supported advisers, Capital Intelligence does not charge percentage-of-assets (AUM) fees and does not provide portfolio management for individual accounts, which is an uncommon operating model in this peer group. The firm also highlights a range of specialist credentials (including CFP, CLU, ChFC, CAP, ChSNC and CSRIC) and lists services for both individual and institutional clientele while noting that its advisors devote a substantial portion of time to brokerage and insurance activities.
Client services
Expertise
Fee options
Hourly fees ranging from $150 to $500 per hour depending on client circumstances and plan preparation.
Monthly retainer ranging from $100 to $500 per month depending on complexity.
Fee-only: Fixed fees typically ranging from $500 to $20,000 depending on client circumstances.
Main office
1250 6th Street, Ste. 300
Santa Monica CA 90401
Advisors at this office
2
Most active in
California
Also doing business as
Capital Intelligence Advisors, Inc. · Capital Intelligence Advisory Services, Inc.
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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
Advisors at this firm
Mitchell K
CFP®, Series 63
Santa Monica, CA
Capital Intelligence Advisors, Inc.
Mitchell Kraus is a CFP® with 32 years of industry experience, currently serving at Capital Intelligence Advisors, Inc. since 2004. He also has a longstanding affiliation with LPL Financial, LLC dating back to 2003. Kraus conducts seminars on financial planning and related topics for businesses and associations. Capital Intelligence Advisors provides financial planning services to individuals, families, small businesses, and institutional clients, focusing on written financial plans and ongoing planning engagements rather than discretionary portfolio management. The firm does not take custody of client assets and offers clients the option to implement recommendations through affiliated brokerage and insurance channels.
Arthur K
ChFC®, Series 63
Santa Monica, CA
Capital Intelligence Advisors, Inc.
Arthur Kraus is a ChFC®-designated financial advisor with over 53 years of industry experience. He has been with Capital Intelligence Advisors, Inc. since 2004 and is also affiliated with LPL Financial, LLC. Kraus conducts seminars on financial planning topics for businesses and associations. Capital Intelligence Advisors provides financial planning services to individuals, families, small businesses, and institutional clients, including pension plans and foundations. The firm focuses on delivering written financial plans and ongoing planning engagements without discretionary portfolio management or custody of client assets.
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