Built on Trust, Not Transactions
Independent. Fee-only. Fiduciary.
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Wealth Management Begins with Trust, Not Transactions
CABILDO CAPITAL, FOUNDING PRINCIPLE
Cabildo Capital was founded on a simple conviction: that wealth management should be built on trust, not transactions.
We are an independent, fee-only fiduciary firm — which means our only obligation is to our clients. No commissions. No conflicts. No exceptions.
In a world where most advisors are paid to sell products, we are paid only by the people we serve. This independence allows us to make decisions based solely on what is right for each client — with no outside influences, no hidden incentives.
A Select Group of Clients.
Each Relationship, Intentional.
Families & Individuals
Multi-generational families and high-net-worth individuals seeking a trusted advisor to manage concentrated stock, tax strategy, and coordinated estate planning.
Business Leaders
Founders and operators navigating liquidity events and business sales, converting business wealth into personal wealth with clarity, discipline, and intention.
Executives & Professionals
Senior executives with equity and deferred compensation seeking sophisticated, integrated guidance that optimizes complex benefits beyond traditional financial planning.
No Commissions. No Conflicts. No Exceptions.
Most advisors are held to a suitability standard — they only need to sell you something that is "suitable." As a registered investment adviser, we are held to a higher fiduciary standard: we must act in your best interest at all times, full stop.
Fee-Only
We are paid only by clients not through commissions, referral fees, or third parties eliminating major wealth-management conflicts of interest.
Independent
We are independent-no bank, brokerage, or insurer ownership, proprietary products, quotas, or mandates that conflict with your interests.
Fiduciary
We are legally and ethically obligated to act in your best interest at all times — not just when it is convenient, and not only within a narrow regulatory definition.
How We Work
Every engagement begins with listening. We build a disciplined, tailored process and stay accountable throughout the relationship. We start with a comprehensive conversation about where you are, where you want to go, and what matters most.
Then we create a customized investment policy and financial plan aligned with your goals, taxes, and time horizon. We implement with institutional rigor and provide clear, regular reporting so you always know where you stand and why.
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Your Assets, Always in Your Name.
All client assets are held at Charles Schwab & Co., Inc., a leading independent custodian. Cabildo Capital never takes custody of client funds. Your assets remain in your name, accessible at any time, with full visibility into every position.
CHARLES SCHWAB
Independent Custodian
$8T+
Assets on Platform
SIPC
Member, Securities Investor Protection Corporation
Zero
Custody of Client Funds
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