John Capistran
Caplo Advisory · Houston, Texas
John Capistran is a fee-only financial advisor at Caplo Advisory in Houston, Texas. John focuses on small business owners and estate & legacy planning. Caplo Advisory reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Who they serve
- High earners
- Founders
Facts
| Firm | Caplo Advisory |
|---|---|
| Based in | Houston, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $18M across 72 accounts |
| SEC registration | Investment adviser representative in TX · CRD 5451485 |
| Exams passed | Series 63 (2008) · Series 65 (2008) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | caploadvisory.com |
| Profile |
How John's firm compares
- Caplo Advisory's average account is about $250,000, from its Form ADV (assets managed divided by 72 accounts).
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Questions about John
Is John Capistran a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Caplo Advisory reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does John charge for financial advice?
John's firm, Caplo Advisory, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is John Capistran based?
John Capistran is based in Houston, Texas.
What does John specialize in?
John's specialties include small business owners and estate & legacy planning. John works with high earners and founders.
Is John Capistran registered with the SEC?
Yes. John Capistran is registered as an investment adviser representative in TX (CRD 5451485), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Caplo Advisory manage?
Caplo Advisory reports $18M across 72 accounts in assets under management.
How do I contact John Capistran?
Through John's website, caploadvisory.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
- Caplo Advisory website : specialties, clients served, and fees, checked October 30, 2026
- 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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