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CAPITAL FLUENCY

CAPITAL FLUENCY, LLC

CRD 306267

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43 CORPORATE PARK, SUITE 104, IRVINE, CA, 92606, United States

Phone

(949) 990-6250

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$18.6M

Discretionary AUM

$18.6M

Team

1 total employees; 1 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-01

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingEducational seminars

Client types

TypeClientsAUM
Individuals26$11.0M
High net worth individuals5$7.6M

All web addresses on file

Official SEC filing: View on IAPD