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CAPITAL ESTATE ADVISORS, INC.

CRD 112098 · SEC 801-57806

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

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United States

Registration

— (—)

Source

State registered

Total AUM

$132.7M

Discretionary AUM

$132.7M

Team

3 total employees; 1 advisory reps

Clients

0

Fees

Percentage of AUM; Fixed fees; Commissions

Org form

Corporation

Filing date

2026-03-31

Disciplinary history

No

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  • SEC IAPD →

    Investment Adviser Public Disclosure — Form ADV filings, disciplinary history, and registration details from the SEC.

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Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Educational seminars

Client types

TypeClientsAUM
Individuals63$20.1M
High net worth individuals39$94.1M

All web addresses on file

Official SEC filing: View on IAPD