Danny Seth
Capital Fluency · Irvine, California
Danny Seth is a fee-only financial advisor at Capital Fluency in Irvine, California. Capital Fluency reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.
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Facts
| Firm | Capital Fluency |
|---|---|
| Based in | Irvine, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
| Assets under management | $18.6M across 26 accounts |
| SEC registration | Investment adviser representative in CA · CRD 4431144 |
| Exams passed | Series 65 (2019) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.401kfluency.com |
| Profile |
How Danny's firm compares
- Capital Fluency's average account is about $715,000, from its Form ADV (assets managed divided by 26 accounts).
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Questions about Danny
Is Danny Seth a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Danny holds no broker registration, and Capital Fluency reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Danny charge for financial advice?
Danny's firm, Capital Fluency, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.
Where is Danny Seth based?
Danny Seth is based in Irvine, California.
Is Danny Seth registered with the SEC?
Yes. Danny Seth is registered as an investment adviser representative in CA (CRD 4431144), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Capital Fluency manage?
Capital Fluency reports $18.6M across 26 accounts in assets under management.
How do I contact Danny Seth?
Through Danny's website, www.401kfluency.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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