Capital Fluency

Capital Fluency (CRD# 306267) is a financial advisory firm headquartered in Irvine, CA. They manage $11,586,153 in 36 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
43 Corporate Park, Suite 104, Irvine, CA 92606
https://www.linkedin.com/company/capitalfluency
By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    36
    ACCOUNTS
  • Average Account Value
    $321,838
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Capital Fluency
Showing 1 - 2 of 2 top financial advisors.
1
Danny Seth, financial advisor Irvine CA
Danny C. Seth
CRD#: 4431144
43 Corporate Park, Suite 104, Irvine, CA 92606

Danny Seth (CRD# 4431144) is an Investment Advisor Representative working at Capital Fluency in Irvine, CA and has over 4 years of experience in the finance industry.

2
Jonathan Weeks, financial advisor Irvine CA
Jonathan C. Weeks
CRD#: 7316447
43 Corporate Park, Suite 104, Irvine, CA 92606

Jonathan Weeks (CRD# 7316447) is an Investment Advisor Representative working at Capital Fluency in Irvine, CA and has over 3 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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