35
Capital Gains Advisory registers with NJ
New state-registered adviser · CRD 343790 · effective 2026-09-04
Effective 2026-09-04. 1 employee (1 advisory), $1M regulatory AUM across 20 accounts. Limited Liability Company (NJ).
Has custody
Contact (from the filing)
The main-office phone, website and address from Form ADV are shown to subscribers. See plans, or open the firm on IAPD.
Who this is for
- Compliance consulting
- RIA software (CRM, portfolio, billing)
- Custodian / clearing
- Archiving & surveillance
- Cybersecurity / managed IT
- E&O insurance