Capital Fluency
7yrs
7 years in the industry
Capital Fluency
Irvine, CA. Legal name: Capital Fluency, LLC
About the firm
A registered investment advisory firm based in Irvine, California. It manages about $18.6 million for roughly 31 individual clients. Services include financial planning, investment management for individuals and small businesses, investment management for businesses and institutions.
How they work
How they’re paid ?A percentage of the assets they manage; Hourly fees; Flat or fixed fees; A share of investment gains
Typical client size ?$599,806
Assets under management ?$18.6 million
Individual clients31
Median years of experience7
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingEducational seminars and workshops
Advisors at Capital Fluency
1Advisors
7Median years of experience
1States with offices
–Offices
Also known as
Investment Advice · Capital Fluency, LLC
About Capital Fluency
How do I contact Capital Fluency?
Call the main office at (949) 990-6250. The main office is at 43 Corporate Park, Suite 104, Irvine, CA 92606.
How is Capital Fluency paid?
The firm reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains. Ask for your total yearly cost in dollars.
What services does Capital Fluency offer?
Financial planning, Investment management for individuals and small businesses, Investment management for businesses and institutions, Retirement plan consulting, Educational seminars and workshops.
How many advisors work at Capital Fluency?
We list 1 advisor currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.