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Capital Narrative Wealth Management

Updated today

Client AUM

$0

Clients

0

Advisors

1

of 1 employees

About

The firm provides financial planning and investment management to individuals and high-net-worth individuals on a fee-only basis. Services include ongoing and project-based financial planning and non-discretionary portfolio management across stocks, bonds, mutual funds, ETFs, municipal securities, and cash equivalents, with no stated account minimum.

The adviser develops client-specific investment policies through personal discussions, then implements a mix of passive and active strategies with an emphasis on asset allocation; it uses both fundamental and technical analysis and can incorporate socially responsible (ESG) approaches at a client’s request. Accounts are typically managed with a long-term orientation, reviewed quarterly, and trades are executed only with client approval under the firm’s non‑discretionary authority framework.

A distinguishing feature is that the firm’s principal is a licensed CPA who also contracts to provide accounting services (approximately 20% of her time during trading hours), an arrangement the brochure notes is separate from the advisory business and not investment-related. The firm is newly formed (December 2025, registered 2026) and reported $0 in discretionary and non‑discretionary assets under management as of February 16, 2026, reflecting an early-stage solo practice that does not aggregate or block trades and does not vote client proxies.

Client services

Financial planning Portfolio management

Expertise

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement withdrawal strategies Wealth management

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Fee options

Fixed

Project-Based Financial Planning: fixed fee $2,500 to $7,500

Percentage

$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.90% $1,000,001 - $3,000,000: 0.80% $3,000,001+: 0.60%

Other

Fee-only: Ongoing Financial Planning: $3,500 - $10,000 annually (paid quarterly in advance); Project-Based Financial Planning: $2,500 - $7,500 fixed fee

Main office

Lancaster CA

Advisors at this office

1

Most active in

California

Also doing business as

Capital Narrative Wealth Management · Capital Narrative Wealth Management LLC

Disclosures

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

Business activities & affiliations

Advisors at this firm

Chris H

CFP®, CPA

Lancaster, CA

Capital Narrative Wealth Management

I’m Chris Hartman, a CPA, CFP® professional, and founder of Capital Narrative Wealth Management. I help actors, musicians, writers, directors, and business owners connect their financial decisions with the lives and businesses they want to build. When your income changes from month to month and business decisions affect your household, it helps to have someone who can see how the pieces fit. My accounting background helps me bring cash flow, taxes, investments, and retirement planning into one cohesive picture. I take time to understand what matters to you, explain your options, and help you feel comfortable asking questions. My connection to the creative community is personal. My son is an actor, and my daughter is a French horn musician. Supporting their paths has given me an appreciation for the dedication, uncertainty, and persistence behind a creative career. I’m also involved with the LA Phil Affiliates, supporting the arts through volunteer service and community engagement. For ongoing clients who need additional support, I offer tax preparation, bookkeeping, and payroll through my separate affiliated firm, Capital Narrative Business and Tax Advisory. I reserve these services for existing clients so the work reflects an understanding of their goals and overall financial picture. Whether you’re building momentum in your career, growing a business, or preparing for your next chapter, I want you to feel informed and supported in your financial decisions. Let’s start with a conversation about what you’re building and what you need from a financial partner.

Business sale tax planning Tax strategies for small businesses Business exit / sale strategy Family Business Artists or Creative
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