# Da-Zha Jones

> Da-Zha Jones is a fee-only financial advisor at CapitalWize in Atlanta, Georgia. CapitalWize reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/da-zha-jones/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** CapitalWize
- **Based in:** Atlanta, Georgia
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $272K across 101 accounts
- **Works with:** Founders
- **CRD:** 6215248 (https://adviserinfo.sec.gov/individual/summary/6215248)
- **SEC registration:** Investment adviser representative in NC
- **Exams passed:** Series 63 (2013), Series 65 (2015)
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** http://www.capitalwize.co

## Frequently asked questions

### Is Da-Zha Jones a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Da-Zha holds no broker registration, and CapitalWize reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Da-Zha charge for financial advice?

Da-Zha's firm, CapitalWize, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Da-Zha Jones based?

Da-Zha Jones is based in Atlanta, Georgia.

### Is Da-Zha Jones registered with the SEC?

Yes. Da-Zha Jones is registered as an investment adviser representative in NC (CRD 6215248), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does CapitalWize manage?

CapitalWize reports $272K across 101 accounts in assets under management.

### How do I contact Da-Zha Jones?

Through Da-Zha's website, www.capitalwize.co.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6215248): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://capitalwize.co/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.