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- Custodian
- Charles Schwab & Company ยท Pershing
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-15-1997
- Office Locations
- 1
Office Locations
About Capital Enhancement, LLC
Capital Enhancement LLC is a fee-only RIA providing integrated tax planning/preparation, investment advice, and comprehensive financial planning for high net worth individuals. The firm uses a personal CFO relationship model to coordinate cash flow, retirement, education, insurance, stock options, and estate/wealth-transfer planning. Portfolios are implemented largely with ETFs alongside municipal and other fixed income; custody includes Schwab and Pershing.
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Owner & Executives
STEVEN ANTHONY CALVELLI
Managing Director
- CRD
- #1598553
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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ROBERT FRANCIS O'BRIEN
Certified Financial Planner
- CRD
- #2442926
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $102,514,812 | -- |
| Total | $102,514,812 | -- |
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Separately Managed Accounts
Total SMA Asset: $102,514,812
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $475,840,869 | 26.4% |
| Municipal Bonds | $374,904,927 | 20.8% |
| Corporate - Investment Grade | $385,719,492 | 21.4% |
| Cash | $565,962,245 | 31.4% |
| Total | $1,802,427,533 | 100.0% |