RIA Intel›Advisers›Florida›CAPITAL WISE ADVISORY LLC

CAPITAL WISE ADVISORY LLC

Advisory

WESLEY CHAPEL, FL

Data as of Mar 30, 2026 · Source: SEC Form ADV

Rank in FL

#2,369

of 2,610 advisers by AUM

Average account

$85K

across 47 accounts

AUM per adviser

$4M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$4M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$4M

Discretionary AUM$4M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients11

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, GA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

11 clients

1 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in FL

Closest by assets under management. All figures from Form ADV.

FINANCIAL ADVISOR.COM, INC.

MIAMI, FL

$4M

+46.2% 1Y

DOENCH WEALTH MANAGEMENT, LLC

$4M

JOHN TUMAZOS VERY INDEPENDENT RESEARCH, LLC

$4M

EBEN EUBANKS LLC

FORT MYERS, FL

$4M

FAAV FINANCE AS A VERB LLC

$4M

ADVISORPLANNER, LLC

$4M

Get the full picture on CAPITAL WISE ADVISORY LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track CAPITAL WISE ADVISORY LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans