A complete list of active advisors currently associated with Capital Solutions Advisors, LLC

Warmer can help you find a great advisor at Capital Solutions Advisors, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Capital Solutions Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.