# Capital B Advisory Services LLC

> Capital B Advisory Services LLC is a state-registered investment advisory firm in Middletown, NJ, registered since 2026, with no regulatory assets under management reported in its Form ADV filing dated May 28, 2026.

- CRD: 339698
- Filed as: CAPITAL B ADVISORY SERVICES LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Middletown, NJ
- Filing period: October 2026
- Form ADV filing dated: May 28, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/339698
- AdvisorCensus page: https://advisorcensus.com/firm/capital-b-advisory-services-llc-middletown-nj-339698

## Quick answers

**How is Capital B Advisory Services LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Capital B Advisory Services LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Capital B Advisory Services LLC located?**
Capital B Advisory Services LLC's principal office is in Middletown, NJ, according to its Form ADV.

**Is Capital B Advisory Services LLC registered with the SEC or a state?**
Capital B Advisory Services LLC is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 339698.

**Does Capital B Advisory Services LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/339698

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | Not reported |
| High net worth individuals | Fewer than 5 | Not reported |
| Banking or thrift institutions | Fewer than 5 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- capital-b-advisory.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Capital B Advisory Services LLC (CRD 339698): Form ADV filing data as of October 2026.