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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 06-23-1998
- Office Locations
- 1
Office Locations
About Capital Estate Advisors, Inc.
Capital Estate Advisors, Inc. is a New York-based RIA providing research-driven asset management and retirement-focused wealth preservation, complemented by financial, estate, and tax planning. Portfolios are built largely with ETFs alongside high-quality bonds and cash, with accounts typically custodied at Charles Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 102 clients, or 102 clients per representative. That equates to $1.3M in reported AUM per client.
The profile lists 1 reported office location and 28 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Capital Estate Advisors, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
PAUL SOLOMON REBACK
Investment Advisor, President
- CRD
- #1054239
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No contact records available.
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $132,657,030 | -- |
| Non-Discretionary | $0 | -- |
| Total | $132,657,030 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Capital Estate Advisors, Inc. has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.