We built this firm to do it differently.
CAP was founded on a simple belief — that real financial advice comes from a relationship, not a sales process. We built a firm where advisors have the independence, tools, and time to deliver exactly that.
Our Story
CAP started in the Pacific Northwest with a single question: what does a financial advisory firm look like when it's built entirely around the client relationship, not around products or production numbers?
The answer turned out to be a different kind of firm — one built on independence, deep client relationships, and access to tools and investments that most advisory firms can't or won't offer.
Today, CAP operates across three regions, working with a select group of clients who value genuine financial partnership over transactional service.
How We Operate
CAP is structured as an independent RIA. That means we have a legal obligation to act in your best interest — not our own, not a broker-dealer's, not a product manufacturer's. Every recommendation we make has to clear that bar.
Every CAP advisor chose to build their practice this way. They're here because they wanted the independence and the responsibility that comes with it — not because it was the path of least resistance.
Our Values
We coordinate the full picture
Your investments, your tax situation, your estate plan, your business — they're all connected. We make sure they're working together, so you don't have to be the one connecting the dots.
We give straight answers
When something fits your situation, we'll tell you why. When it doesn't, we'll tell you that too. Clear recommendations — with the reasoning behind them — are how you make decisions you'll stand behind years later.
We work fewer relationships, deeper
Most advisors are stretched across hundreds of households. Our advisors carry meaningfully fewer — so when something changes in your life, you get a real conversation, not a templated response.
We tell you what things cost
Our fees are straightforward. Our recommendations come with the reasoning behind them. If we can't explain it clearly, we shouldn't be doing it.