Unclaimed Profile

Shawn Benjamin Capper

WHARTONHILL INVESTMENT ADVISORS·FORT WASHINGTON, Pennsylvania

Clean recordWHARTONHILL INVESTMENT ADVISORS

451 SOUTH BETHLEHEM PIKE, FORT WASHINGTON, PA 19034CRD# 4000153Firm CRD# 151483

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Shawn Benjamin Capper · FORT WASHINGTON, PA

Registration

CRD #4000153 · WHARTONHILL INVESTMENT ADVISORS

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Shawn Benjamin Capper is a registered financial advisor based in FORT WASHINGTON, Pennsylvania, affiliated with WHARTONHILL INVESTMENT ADVISORS. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

WHARTONHILL INVESTMENT ADVISORS

AUM

$169M

Regulatory assets under management

Employees

Total firm employees

View all advisors at WHARTONHILL INVESTMENT ADVISORS →

Services

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Market timing services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 4000153

Firm CRD# 151483

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Shawn Benjamin Capper offer?

Shawn Benjamin Capper specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in FORT WASHINGTON, Pennsylvania for a consultation.

What are Shawn Benjamin Capper's credentials?

Shawn Benjamin Capper is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Shawn Benjamin Capper located?

Shawn Benjamin Capper is based in FORT WASHINGTON, Pennsylvania, working with WHARTONHILL INVESTMENT ADVISORS. Their office serves clients in the FORT WASHINGTON metropolitan area and surrounding communities.

How does Shawn Benjamin Capper charge for services?

Shawn Benjamin Capper's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WHARTONHILL INVESTMENT ADVISORS?

WHARTONHILL INVESTMENT ADVISORS has approximately 3 employees and manages $169M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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