A complete list of active advisors currently associated with Capital United Investments LLC

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

Capital United Investments LLC is a small, independent advisory firm with one advisor, roughly a dozen clients and about $900,000 in assets under management. The firm provides fee‑based portfolio management, financial planning, and qualified retirement plan/pension consulting to individuals, trusts, corporations and plan sponsors, on both discretionary and non‑discretionary bases. The advisor uses a tactical asset‑allocation approach that draws on fundamental, technical and cyclical analysis and may trade a wide range of instruments, including mutual funds, options and interests in real estate partnerships; cash positions are sometimes used as a hedge. Beyond standard AUM management, the firm also offers hourly financial planning engagements and discloses that it may enter into performance‑based fee arrangements with qualified clients. Distinctive disclosures include that the firm’s principal is also a licensed real estate and mortgage broker who operates a separate real estate/mortgage brokerage and receives customary commissions for those services, a relationship the brochure identifies as a conflict of interest. It is also atypical for a solo advisor of this size to provide pension consulting and plan‑sponsor level services and to accept performance‑based fees, all of which are explicitly described in the firm’s disclosures.

To learn more about the advisors currently working at Capital United Investments 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.

Name	Location	Years of experience
Austin Todd	Yucaipa, CA	5

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