Founded in 1993, Capital Strategies, Inc. is an independent, SEC-registered investment advisory firm based in Birmingham, Alabama. The firm operates as a multi-family office, serving as a "personal CFO" for a select group of high-net-worth families. Its mission is to provide objective, comprehensive, and integrated wealth management solutions, including financial planning, investment management, and estate planning, to help clients manage, preserve, and grow their wealth across generations.

Founded in

United States