Capital B Advisory Services LLC

Capital B Advisory Services LLC is a fee-only investment adviser registered with the securities regulator of New Jersey, with its main office in Middletown, New Jersey. On its latest Form ADV, filed May 28, 2026, it reports 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

Registration	State-registered: New Jersey
Firm CRD number	339698
Office	21 Lorraine Place Middletown, NJ 07748
Phone	(732) 708-2108
Website	www.capital-b-advisory.com
Regulatory assets under management	Not reported
Individual clients	Fewer than 5
Financial planning clients	0
How it charges	Percentage of assets, Hourly, Fixed fee
Services	Financial planning, Portfolio management
Employees	1
Disciplinary disclosures	None reported
Latest Form ADV filing	May 28, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

• It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
• It also charges a percentage of assets managed for ongoing investment management.
• It provides financial planning services, not only portfolio management.
• It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

Nearby

• Red Bank 18 firms
• Holmdel 3 firms
• Hazlet 1 firm
• Atlantic Highlands 1 firm
• Shrewsbury 1 firm
• Eatontown 1 firm
• Tinton Falls 2 firms
• Aberdeen 1 firm