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Capital Resource Advisors

EST. AUM
$0

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CLIENT ACCOUNTS

Firm Details

Metro area Portland, ME
CRD Number 335281
Website capitalresourceadvisors.com
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Overview

Capital Resource Advisors LLC is a newly formed Maine-based registered investment adviser headquartered in Portland. Founded in January 2025, the firm provides comprehensive financial planning and wealth management services, combining client-specific planning with ongoing portfolio management. Its advisory work covers budgeting, tax and cash-flow analysis, retirement planning, investment analysis, estate considerations, insurance needs, debt management, education planning, and risk management. CRA tailors recommendations to each client’s objectives, risk tolerance, time horizon, and capital needs. The firm currently reports no regulatory AUM and primarily targets high-net-worth individuals and institutional clients through SMAs and third-party managers.

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Address

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

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