ENHANCING CAPITAL LLC
SEC RegisteredThoughtful Investment Management
About the firm
Enhancing Capital is a small team of investors that partners with families, individuals, nonprofits, and organizations to manage investment portfolios with a disciplined, long-term approach. The firm is fee-only, compensated directly by clients without receiving commissions from investment products. Their team researches companies, selects investments, and manages portfolios directly.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Fee-only investment advice, active investment management, and comprehensive portfolio management including portfolio construction, investment selection, and allocation decisions.
Who they serve
Families, individuals, nonprofits, and small institutions
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 7 | $2.9M |
| High Net Worth Individuals | 6 | $4.5M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 1 | $22M |
| Charitable Organizations | 0 | $0 |
| Insurance Companies | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $250,000–$500,000 | 0.90% |
| $500,001–$1,000,000 | 0.80% |
| $1,000,001–$5,000,000 | 0.65% |
| $5,000,001–$10,000,000 | 0.55% |
| $10,000,001 or more | — |
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Find an advisor that fits
Search AdvisorFinder's marketplace to compare financial advisors by specialty, location, fees, and more.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ENHANCING CAPITAL LLC 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.