Capital Enhancement, LLC

Capital Enhancement, LLC (CRD# 124132) is a financial advisory firm headquartered in Warren, NJ. They manage $78,339,300 in 26 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    78
    MILLION
  • Total Number of Accounts
    26
    ACCOUNTS
  • Average Account Value
    $3,013,050
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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NJ

Financial Advisors at Capital Enhancement, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Robert F. O'brien
CRD#: 2442926
25 Independence Blvd, Warren, NJ 07059
96
Wealthminder
score

Robert O'brien (CRD# 2442926) is an Investment Advisor Representative working at Capital Enhancement, LLC in Warren, NJ and has over 22 years of experience in the finance industry. Robert O'brien has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Steven A. Calvelli
CRD#: 1598553
25 Independence Blvd, Warren, NJ 07059
93
Wealthminder
score

Steven Calvelli (CRD# 1598553) is an Investment Advisor Representative working at Capital Enhancement, LLC in Warren, NJ and has over 29 years of experience in the finance industry.

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