# Efficient Capital Strategies, LLC

> Efficient Capital Strategies, LLC is a state-registered investment advisory firm in Barrington, RI, registered since 2016, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 283922
- Filed as: EFFICIENT CAPITAL STRATEGIES, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Barrington, RI
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/283922
- AdvisorCensus page: https://advisorcensus.com/firm/efficient-capital-strategies-llc-barrington-ri-283922

## Quick answers

**How is Efficient Capital Strategies, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Efficient Capital Strategies, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Efficient Capital Strategies, LLC located?**
Efficient Capital Strategies, LLC's principal office is in Barrington, RI, according to its Form ADV.

**Is Efficient Capital Strategies, LLC registered with the SEC or a state?**
Efficient Capital Strategies, LLC is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 283922.

**How much does Efficient Capital Strategies, LLC manage?**
Efficient Capital Strategies, LLC reports $11,611,284 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**What types of clients does Efficient Capital Strategies, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (4); high net worth individuals (4).

**Does Efficient Capital Strategies, 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/283922

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $11,611,284
- Discretionary: $11,611,284
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 4 | $1,720,015 |
| High net worth individuals | 4 | $9,891,269 |

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

### Firm details
- Registered since: 2016 (10 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA, NY, RI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- ecsria.com
- Facebook @EFFICIENTCAPITALSTRATEGIES
- LinkedIn @EFFICIENT-CAPITAL-STRATEGIES-LLC
- LinkedIn @jonkuczmarski

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Efficient Capital Strategies, LLC (CRD 283922): Form ADV filing data as of October 2026.