$76.1M Total AUM
$76.1M Disc. AUM
-- 3Y CAGR
1 Employees
87 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Mainstar Trust
- Clients
- Retail
- Platforms
- Delta momentumWave
- Established Date
- 08-24-2018
- Office Locations
- 1
Office Locations
-- Leawood KS
About Capital-E-Advisors
Capital E Advisors is a fee-only RIA founded by Regan Ervin that positions itself as an “investment director,” combining investor education with ongoing portfolio management. The firm uses a factor-based, data-driven approach designed to reduce bias and keep clients actively informed and in control of outcomes, focusing portfolios around each client’s personal goals.
Team overview
-- AVG AGE
$76.1M AVG AUM / ADVISOR
$874.4K AVG AUM / CLIENT
7.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Accredited Investors
Legacy matrix
Asset Classes
Summit Bridge Catalyst momentum
Custodian
Eagle
Investment Themes
Horizon Matrix catalyst
Investment Vehicles
Radial element
Services
Atlas Pioneer Alpha foundation Alpha ridge Beacon North fusion Timber bridge
Technology
Glacier peak Ridge
Owner & Executives
R
REGAN PAUL ERVIN
Founder, Principal
- CRD
- #5691066
- Ownership
- 75% or more
(727) 768-7935
zenith.prime@meridiancapital.com
in linkedin.com/in/pioneer-frontier
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $76,074,315 | -- |
| Non-Discretionary | $0 | -- |
| Total | $76,074,315 | -- |
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Separately Managed Accounts
Total SMA Asset: $76,074,315
Public Funds:
29.8% Private Funds:
15.2% Equity - Exchange:
10.1% Cash:
21.8% Equity - OTC:
23.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,425,783,346 | 29.8% |
| Private Funds | $727,245,197 | 15.2% |
| Equity - Exchange | $483,235,295 | 10.1% |
| Cash | $1,043,022,716 | 21.8% |
| Equity - OTC | $1,105,221,318 | 23.1% |
| Total | $4,784,507,872 | 100.0% |