CAPSHIFT ADVISORS

15 Spencer Street
West Newton, Massachusetts 02465
Tel: 617-865-5096

About CAPSHIFT ADVISORS

CAPSHIFT ADVISORS, formally registered with the SEC as CAPSHIFT ADVISORS. The firm was established in 09/15/2020. They have over 2 offices throughout the country.

CAPSHIFT ADVISORS is a West Newton, Massachusetts based Financial Planning firm with nearly $363,101,916 assets under management, offering retirement planning & investment advisory services to 115 clients. The firm is staffed with 15 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	309860
SEC#	801-119451
Assets Managed by Firm	$363,101,916
No. of Clients	115
No. of Advisors	15

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	115	$363,101,916
High net worth individuals	1	$6,546,349
Charitable organizations	11	$339,116,608
Other investment advisers	1	$17,438,959

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GEODE CAPITAL MANAGEMENT, LLC 100 Summer Street, 12th Floor Boston, MA, 02110	$1,062,795,395,069	172	161
SSGA FUNDS MANAGEMENT, INC. 1 Iron Street Boston, MA, 02210	$1,014,331,002,469	246	243
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