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- Custodian
- ETC Brokerage · Jefferson National Securities · Nationwide
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-25-2019
- Office Locations
- 1
Office Locations
About Capital Advice, LLC
Capital Advice provides sub-account management and market signaling to RIAs, institutions and advisor reps, offering systematic, quantitative tactical strategies built on observable data with no forecasting. Models aim to participate in bull markets while using exit rules to limit large losses and can rotate toward assets that may appreciate in bear markets. Strategies are supported by research reports with returns, drawdowns, recovery times and volatility, and are implemented using ETFs and public funds.
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Owner & Executives
SCOTT HAMILTON BRINEY
Chief Compliance Officer, Managing Member
- CRD
- #1464485
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,337,201 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,337,201 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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