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Capital Security Advisors LLC (Boston)


Capital Security Advisors LLC is a large advisory firm based in Boston. It manages $108.01 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdiction of Massachusetts.

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Capital Security Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Capital Security Advisors: assets under management

The assets under management (AUM) of Capital Security Advisors LLC is $108.01 million. The company doesn't manage any assets belonging to foreign clients.


The firm manages $12.74 million in discretionary accounts and $95.27 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $12.74 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $95.27 million.
Capital Security Advisors has custody of $12.74 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Capital Security Advisors LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Boston

The principal office where Capital Security Advisors LLC performs its advisory services is located at 239 Causeway Street, Boston, MA 02114, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (857) 288-1990. The normal business hours are by appointment only on Monday - Friday. You can find more information about the New York firm at www.capsecadvisors.com.


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