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Capital Estate Advisors, Inc. (New York)


Capital Estate Advisors, Inc. is an internet adviser based in New York. It manages $23.5 million of regulatory assets for 85 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of New Jersey.

Capital Estate Advisors provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Capital Estate Advisors: assets under management

The assets under management (AUM) of Capital Estate Advisors, Inc. is $23.5 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $23.5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $276.47 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Capital Estate Advisors, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in New York

The principal office where Capital Estate Advisors, Inc. performs its advisory services is located at 116 Central Park, South, New York, NY 10019, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-489-8443. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.


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