RIA Intel›Advisers›Rhode Island›EFFICIENT CAPITAL STRATEGIES, LLC

EFFICIENT CAPITAL STRATEGIES, LLC

Advisory

BARRINGTON, RI

Data as of Mar 31, 2026 · Source: SEC Form ADV

Average account

$829K

across 14 accounts

AUM per adviser

$12M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$12M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$12M

Discretionary AUM$12M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients8

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMA, NY, RI

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

8 clients

4 high-net-worth

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

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