Capital Advice, LLC

Capital Advice, LLC (CRD# 300414) is a financial advisory firm headquartered in , . They manage $1,793,289 in 10 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://capitaladvice.us
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    10
    ACCOUNTS
  • Average Account Value
    $179,329
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Capital Advice, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Scott Briney, financial advisor Plano TX
Scott H. Briney
CRD#: 1464485
Plano, TX

Scott Briney (CRD# 1464485) is an Investment Advisor Representative working at Capital Advice, LLC in Plano, TX and has over 37 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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