CAPSHIFT ADVISORS
SEC RegisteredAmplify your impact
About the firm
CapShift's impact investing platform and suite of solutions empower financial and philanthropic institutions, and their clients, to invest in their vision for a better tomorrow. Advisory services are provided by CapShift Advisors LLC, an SEC-registered investment advisor.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Impact investing platform and suite of solutions including access to impact opportunities, sourcing of impact solutions for traditional and charitable assets, turnkey impact platform for philanthropic capital deployment, recoverable grant opportunities, and monitoring updates throughout investment lifecycles.
Who they serve
Individuals and families, financial advisors and family offices, donor-advised funds and community foundations, and funds, social enterprises, and nonprofits.
| Client segment | Clients | Assets managed |
|---|---|---|
| State/Municipal Entities | 14 | — |
23 total clients reported on Form ADV.
Leadership
Office locations
Regulatory & compliance
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CAPSHIFT ADVISORS has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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