Capelli Financial Services Inc (Bloomfield Hills)


Capelli Financial Services Inc is a large advisory firm based in Bloomfield Hills. It manages $336.57 million of regulatory assets for 819 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida, Illinois, and Michigan.

Capelli Financial Services provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Capelli Financial Services: assets under management

The assets under management (AUM) of Capelli Financial Services Inc is $336.57 million. The firm's AUM has grown by 251% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $334.92 million in discretionary accounts and $1.65 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $421.29 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $68.59 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Capelli Financial Services Inc for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Capelli Financial Services Inc

Marilyn Ruth Capelli has been acting as President since 1 Sep 1994. Jason Sheldon Close joined the executive team most recently as the Equity Owner.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Marilyn Ruth Capelli President 1 Sep 1994 75% - 100% 836838
Marilyn Capelli Dimitroff President 1 Sep 1994 75% - 100% 836838
Boris Nicholas Dimitroff Secretary 1 Jan 1995 Other 5286843
Evelyn Nell Macintyre Compliance officer 1 Jan 2004 Other 1094765
Jason Sheldon Close Equity owner 1 Mar 2013 Other 5013652

Based in Bloomfield Hills

The principal office where Capelli Financial Services Inc performs its advisory services is located at 40950 Woodward Avenue, Suite 140, Bloomfield Hills, MI 48304 2260, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 248-594-9282 or by fax 248-594-5751. The normal business hours are 9:00am to 4:30pm on Monday - Friday. You can find more information about the New York firm at www.capellifs.com.