CRD: 300472
Capital Design Private Wealth LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Value eagle
- Established Date
- 03-20-2019
- Office Locations
- 1
Office Locations
About Capital Design Private Wealth LLC
Capital Design Private Wealth is an independent Portsmouth, NH RIA founded in 2019 by Andre LaPlante and Hilton Kelly. The firm delivers values-aligned comprehensive financial planning, estate planning, and discretionary investment management for affluent individuals (including entrepreneurs) ready for a full-scale financial inventory. Portfolios emphasize diversified asset allocation using public funds and ETFs alongside fixed income. Custody includes Charles Schwab.
Team overview
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Investment Themes
Investment Vehicles
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Technology
Owner & Executives
HILTON J KELLY JR
Advisor, FOUNDING PARTNER, Managing Member
- CRD
- #4303042
- Ownership
- 50% but less than 75%
ANDRE NORMAN LAPLANTE
Chief Compliance Officer, FOUNDING PARTNER, Managing Member
- CRD
- #5781133
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $96,033,232 | $200,069 |
| Non-Discretionary | $0 | -- |
| Total | $96,033,232 | $200,069 |
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Separately Managed Accounts
Total SMA Asset: $96,033,232
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,025,786,998 | 14.5% |
| Public Funds | $1,733,226,306 | 24.5% |
| Cash | $2,617,525,442 | 37.0% |
| Other | $1,697,854,341 | 24.0% |
| Total | $7,074,393,087 | 100.0% |