Capital Wise Advisory
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$3,993,494
Clients
11
9% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
11
LowAverage account size
$363,045
About
Capital Wise Advisory LLC is a fee-only independent investment adviser that provides discretionary portfolio management and comprehensive financial planning to individual clients, including high-net-worth individuals. The firm operates as a solo advisory practice with a small client base (about 11 clients) and manages roughly $4.0 million in assets, generally requiring a $350,000 minimum to open an advisory account (which may be waived at the firm’s discretion).
The firm’s investment process blends modern portfolio theory with both fundamental and technical tools — including charting and cyclical analysis — and it implements strategies using a mix of passive and active funds, individual securities, and outside managers when appropriate. Capital Wise also offers tailored options for socially responsible investing and may subscribe client accounts to model portfolios available through Altruist’s Model Marketplace to assist in portfolio construction.
Noteworthy distinctions include the firm’s required use of the Altruist custodial platform and its participation in Altruist’s model marketplace, which shapes its trade execution and reporting workflows; the firm also generally executes client trades on an individual basis rather than block trading. As a recently formed, small practice, the firm emphasizes individualized service and integrated financial planning across business planning, tax and estate considerations, and employee benefits optimization.
Client services
Financial planning
Portfolio management
Expertise
Retirement income strategy
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
Fixed fees for financial planning range from $1,000 to $10,000
$0 - $500,000: 1.20% $500,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.50% $10,000,001+: Negotiable
$250 to $500 per hour
Account minimum: $350,000 Minimum fee: $6,000 minimum annual fee for investment management services Fee-only: Investment management and financial planning services are fee-only; no commissions received
Main office location
Capital Wise Advisory
28210 Paseo Drive Suite 190 Office 314
Wesley Chapel FL 33543, United States
Number of offices
1
Most active in
Capital Wise Advisory has reported serving >5 clients in these states in the last 12 months.
Florida · Georgia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
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.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
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.
-
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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