Everything material about how CSW operates, who regulates it, and what clients should know before engaging.
Capital Strategic Wealth, LLC is an independent office which offers advisory services through Soulence Wealth Management ("SWM"), a registered investment adviser. Registration as an investment advisor does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser.
Access more information about SWM's business practices in the SWM ADV via the SEC IAPD or by contacting SWM's Chief Compliance Officer at (801) 571-9900 Ext. 1017.
Form ADV · CRD #167898 ↗ SWM Full Disclosure ↗Capital Strategic Wealth, LLC operates as a completely separate entity from Fortitude Strategic Wealth ("FSW"). FSW provides tax planning, CFO advisory, and family office coordination services. FSW does not provide investment advisory services of any kind.
Each engagement is governed by a separate written agreement, separate fee structure, separate disclosure documentation, and a separate regulatory framework. No client is required to engage both firms. No cross-referral obligation exists. Tax, CFO, insurance, and lending services are not investment advisory activities and are not regulated under the Investment Advisers Act of 1940.
All investment strategies involve risk, including the possible loss of principal. Past performance is not indicative of future results. The value of investments and income derived from them may fall as well as rise. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance.
The Mountain Model tiers — Olympus, Everest, K2, and Denali — represent frameworks for portfolio construction. They do not guarantee any particular outcome. The Olympus tier involves substantially elevated risk including exposure to digital assets, derivatives, and concentrated positions. Performance data requires approval by designated compliance personnel prior to any public presentation.
All content on this website is general in nature, not directed or tailored to any particular person, and is for informational purposes only. Neither this website nor any of its content is offered as investment advice and should not be deemed as investment advice or a recommendation to purchase or sell any specific security. Individuals are urged to consult with their own tax or legal advisers before entering into any advisory contract.
The information provided is believed to be factual and reliable; however, there are no warranties, express or implied, as to accuracy or completeness. Neither CSW nor its information providers shall be liable for any errors or omissions, regardless of cause.
Investment advisory fees are disclosed in full in each client's written advisory agreement and in the firm's Form ADV. Where CSW principals hold other licenses or affiliations, these are disclosed in full in the applicable client agreements. Clients are never required to use affiliated services.
Capital Strategic Wealth, LLC offers advisory services through Soulence Wealth Management, a registered investment adviser. Registration does not constitute an endorsement by the SEC nor indicate a particular level of skill or training. Full Disclosures →