# Capshift Advisors

> Capshift Advisors is an SEC-registered investment advisory firm in West Newton, MA, registered since 2020, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 309860
- Filed as: CAPSHIFT ADVISORS
- Legal name: Capshift Advisors, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: West Newton, MA
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/309860
- AdvisorCensus page: https://advisorcensus.com/firm/capshift-advisors-west-newton-ma-309860

## Quick answers

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

**Where is Capshift Advisors located?**
Capshift Advisors' principal office is in West Newton, MA, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Capshift Advisors registered with the SEC or a state?**
Capshift Advisors is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 309860.

**How much does Capshift Advisors manage?**
Capshift Advisors reports $627,980,982 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (60% discretionary).

**How have Capshift Advisors' assets and staff changed since 2021?**
In the Form ADV data for Capshift Advisors: Regulatory assets under management: $31,271,051 in the October 2021 data and $627,980,982 in the October 2026 data, up 1908%. Total employees: 11 in October 2021 and 16 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Capshift Advisors serve?**
By number of clients on Form ADV Item 5.D: charitable organizations (14).

**Which custodians does Capshift Advisors use?**
Capshift Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Capshift Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/309860

**What changed in Capshift Advisors' recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 10 to 9. Regulatory assets under management went from $495,249,270 to $627,980,982 (+27%).

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $627,980,982
- Discretionary: $377,219,750
- Non-discretionary: $250,761,232

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | Fewer than 5 | $11,532,181 |
| Charitable organizations | 14 | $560,027,240 |
| Other investment advisers | Fewer than 5 | $56,421,561 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2020 (6 years)
- Employees: 16 total, 9 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, DC, MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Washington, DC

### Websites listed on Form ADV (Item 1.I)
- capshift.com
- LinkedIn @11825751

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $31,271,051 | 11 | June 24, 2021 |
| October 2022 | $126,127,625 | 13 | June 22, 2022 |
| October 2023 | $276,161,617 | 18 | March 31, 2023 |
| October 2024 | $363,101,916 | 15 | March 27, 2024 |
| October 2025 | $495,249,270 | 15 | March 28, 2025 |
| October 2026 | $627,980,982 | 16 | March 30, 2026 |

Regulatory assets under management: $31,271,051 in the October 2021 data and $627,980,982 in the October 2026 data, up 1908%.
Total employees: 11 in October 2021 and 16 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 10 to 9.
- Regulatory assets under management went from $495,249,270 to $627,980,982 (+27%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Capshift Advisors (CRD 309860): Form ADV filing data as of October 2026.