Capable Wealth, LLC

Capable Wealth, LLC (CRD# 288448) is a financial advisory firm headquartered in Albany, NY. They manage $10,502,433 in 143 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
150 State Street, 4th Floor, Albany, NY 12207
https://www.linkedin.com/company/capable-wealth/
By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    143
    ACCOUNTS
  • Average Account Value
    $73,444
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA, NY

Financial Advisors at Capable Wealth, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jared Paul, financial advisor Albany NY
Jared E. Paul
CRD#: 5561191
150 State St, 4th Floor, Albany, NY 12207

Jared Paul (CRD# 5561191) is an Investment Advisor Representative working at Capable Wealth, LLC in Albany, NY and has over 15 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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