Founded in 1992, CAP Advisors, Inc. is an independent Registered Investment Advisor (RIA) committed to providing objective and unbiased financial guidance. The firm operates as a fiduciary, prioritizing clients' best interests in all engagements. Its services are structured around three core areas: Private Wealth Management for individuals and families, Retirement Plan Consulting for plan sponsors, and Institutional Consulting for non-profits, foundations, and endowments. The company emphasizes a disciplined, research-driven approach to help clients achieve their long-term financial goals.

Founded in

Canada