# The Capital Preserve, Inc.

> The Capital Preserve, Inc. is a state-registered investment advisory firm in Tarrytown, NY, registered since 2004, with no regulatory assets under management reported in its Form ADV filing dated March 4, 2022.

- CRD: 130170
- Filed as: THE CAPITAL PRESERVE, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Tarrytown, NY
- Filing period: October 2026
- Form ADV filing dated: March 4, 2022
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/130170
- AdvisorCensus page: https://advisorcensus.com/firm/the-capital-preserve-inc-tarrytown-ny-130170

## Quick answers

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

**Where is The Capital Preserve, Inc. located?**
The Capital Preserve, Inc.'s principal office is in Tarrytown, NY, according to its Form ADV.

**Is The Capital Preserve, Inc. registered with the SEC or a state?**
The Capital Preserve, Inc. is a state-registered investment advisory firm, registered since 2004. Status as filed: APPROVED. CRD 130170.

**Does The Capital Preserve, Inc. 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/130170

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Advisory services (Item 5.G)
- Financial planning services

### Firm details
- Registered since: 2004 (21 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- capitalpreserve.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The Capital Preserve, Inc. (CRD 130170): Form ADV filing data as of October 2026.