Capital Solutions Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$189,903
Clients
12
Advisors
1
of 1 employees
About
Capital Solutions Advisors, LLC provides investment advisory services primarily to individual clients, offering both discretionary and non-discretionary portfolio management alongside comprehensive financial planning and one-off consulting. The firm also offers a paid educational digital magazine as an ancillary service.
Investment decisions draw on a mix of fundamental, technical, charting and cyclical analysis and can include long- and short-term positions, options strategies, margin and hedged-equity approaches, with portfolios monitored and reviewed at least quarterly. The firm recommends custodians that emphasize low-cost, fully digital account opening and integration (including Interactive Brokers, Charles Schwab and an Altruist/Apex arrangement) and allows client-imposed restrictions as well as tax-aware processes such as rebalancing and tax-loss harvesting.
Operating as a recently formed solo adviser with roughly $190,000 in discretionary assets under management and about a dozen clients, the firm is notable for its small scale relative to many independent peers. The principal’s applied data-science background and ongoing outside employment and consulting in renewable energy and medical-device work—reported to consume about 40% of their time—combined with the paid digital-magazine offering and explicit support for a wide range of strategies, distinguish the firm from typical solo independent advisory practices.
Client services
Expertise
Fee options
Fixed fee financial planning services ranging from $500 to $20,000
$0 - $10,000: 1.75% annually $10,000.01 - $1,000,000: 1.5% annually $1,000,000.01 - $2,500,000: 1.25% annually $2,500,000.01+: 1.00% annually
Hourly Consultation Services at $200 per hour
Educational digital magazine fees between $5 and $35 per issue
Fee-only: Fixed fee from $500 to $20,000 for full financial plans; Hourly fee $200/hour for consultation
Main office
506 Ramseur St.
Durham NC 27701
Advisors at this office
1
Most active in
New York · North Carolina
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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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
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