# Capital Resource Advisors LLC.

> Capital Resource Advisors LLC. is a state-registered investment advisory firm, registered since 2025, with no regulatory assets under management reported in its Form ADV filing dated August 8, 2025.

- CRD: 335281
- Filed as: CAPITAL RESOURCE ADVISORS LLC.
- Legal name: Capital Resource Advisors
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Maine
- Filing period: October 2026
- Form ADV filing dated: August 8, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/335281
- AdvisorCensus page: https://advisorcensus.com/firm/capital-resource-advisors-llc-335281

## Quick answers

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

**Is Capital Resource Advisors LLC. registered with the SEC or a state?**
Capital Resource Advisors LLC. is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 335281.

**Does Capital Resource Advisors 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/335281

## From the Form ADV filing

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

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | Not reported |
| High net worth individuals | 0 | Not reported |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |

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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: ME
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- capitalresourceadvisors.com
- LinkedIn @eric-galvez-752405271
- LinkedIn @kevin-li-13877292
- LinkedIn @ross-yip-choy-217ab4192

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Capital Resource Advisors LLC. (CRD 335281): Form ADV filing data as of October 2026.
