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CARAPACE FINANCIAL ADVISORS LLC

Advisory

BEDMINSTER, NJ

Data as of Mar 27, 2026 · Source: SEC Form ADV

Rank in NJ

#594

of 775 advisers by AUM

Average account

$1M

across 74 accounts

AUM per adviser

$18M

5 advisers

Source: SEC Form ADV. Figures as filed Mar 27, 2026.

Total AUM

$92M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

5

Assets Under Management

Total AUM$92M

Discretionary AUM$92M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients52

Team

Total Employees5

Investment Advisers5

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, MA, NJ, WA

Succession Risk

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

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Peer Benchmarking

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

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Owners & Officers

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

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Client Demographics

52 clients

49 high-net-worth

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

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

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FORZA INVESTMENT ADVISORY, LLC

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