Capital Narrative Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
Project-Based Financial Planning: fixed fee $2,500 to $7,500
$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%
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
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
Quick links
Advisors at this firm
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