Capital Studio Tax & Financial Advisors

The firm intends to serve individuals and families, including people early in their investing careers, offering individualized financial planning, ongoing portfolio management for individual accounts, and separately contracted tax preparation and tax-planning services. It is newly formed and has not yet begun advisory operations.

Investment recommendations are built around long-term, diversified portfolios primarily using mutual funds and ETFs, with allocations tailored to each client's objectives, time horizon, liquidity needs and tax circumstances; the firm may recommend periodic contributions and rebalancing and proposes to monitor managed accounts at least quarterly. It expects to obtain discretionary authority and to custody client assets through a third‑party platform it will establish before opening client accounts.

The firm is unusual among peers with no active advisors because it plans to offer standalone, fixed‑fee financial planning arrangements that are documented and billed separately from asset‑management fees, and it anticipates operating a separate tax preparation practice overseen by the managing member, who is an Enrolled Agent and holds a payroll credential. It does not intend to advise private funds, will not vote client securities, and discloses it will not charge performance‑based fees.