A complete list of active advisors currently associated with Caplo Advisory LLC

Warmer can help you find a great advisor at Caplo Advisory LLC or one who fits your needs even better.

Caplo Advisory LLC provides discretionary asset management and project-based financial planning and consulting to individual clients as well as corporate and other business clients. Its asset management services focus on custodial accounts invested across stocks, bonds, mutual funds, and ETFs, while planning work addresses retirement, tax strategies, insurance, cashflow, charitable, mortgage/debt, business, and real estate analysis. The firm tailors recommendations through a written Investment Policy Statement and manages portfolios using both fundamental and technical analysis, employing long- and short-term strategies as appropriate. Accounts are reviewed periodically with at least annual formal reviews and quarterly account reporting, and clients may impose investment restrictions subject to the firm’s ability to service the account. Caplo manages roughly $18 million in discretionary assets and, unlike many independent advisers that primarily serve retail individuals, also provides portfolio management for institutional clients such as corporations and other business entities, a service that is less common among its peers. The combination of discretionary portfolio management alongside one-off, detailed financial planning engagements across business and personal financial matters distinguishes the firm’s service mix for its size.

To learn more about the advisors currently working at Caplo Advisory 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.