Capshift Advisors

$628MAssets under management
as of Mar 2026 · SEC Form ADV
West Newton, MA
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Tech stack

No one at Capshift Advisors has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Schwab
Per Form ADV · $177M held · filed Mar 2024
Fidelity
Per Form ADV · $52M held · filed Mar 2024