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- Custodian
- Apex ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-16-2017
- Office Locations
- 1
Office Locations
About Capable Wealth, LLC
Capable Wealth, LLC is an RIA focused exclusively on orthopedic surgeons, aligning wealth management with high-income tax planning, asset location, liability-minded asset protection and estate structuring, and multi-entity strategy for PCs, MSOs, and surgical centers. The firm supports practice exit planning and MSO transitions and primarily implements ETF-based portfolios. Custody includes Charles Schwab; founder Jared Evan Paul also provides educational speaking.
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Owner & Executives
JARED EVAN PAUL
Chief Compliance Officer, Founder
- CRD
- #5561191
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,246,052 | -- |
| Non-Discretionary | $0 | -- |
| Total | $21,246,052 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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