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Capital E Advisors

EST. AUM
$76,074,315

CONTACTS
1

CLIENT ACCOUNTS
295

Firm Details

Metro area Kansas City
CRD Number 297820
Website capitaleadvisors.com
Client types

Overview

Capital E Advisors, LLC, based in Leawood, Kansas, is a fee-only registered investment advisor offering wealth management services. Founded by Regan Ervin, the firm emphasizes ethical practices and client education, aiming to empower clients to actively participate in their financial planning. Their "investment direction" model focuses on transparency and aligning investment strategies with clients' personal goals, avoiding commission-based products to eliminate potential conflicts of interest.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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