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CAPABLE WEALTH, LLC
CRD 288448
22 CENTURY HILL DRIVE, SUITE 101, LATHAM, NY, 12110, United States
Phone
518-290-7723
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$21.2M
Discretionary AUM
$21.2M
Team
1 total employees; 1 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-09
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 49 | $10.0M |
| High net worth individuals | 8 | $11.2M |
All web addresses on file
Official SEC filing: View on IAPD