Cap Equity Advisors Ltd

Cap Equity Advisors Ltd is a small, active company based in London, UK, founded four years ago in 2020. With eight employees and £419,237 in assets, it operates from a virtual address, a detail flagged by the presence of 92,969 other companies registered at the same location. The company has three directors and two owners, though the owner list isn’s exhaustive. It’s an irregular importer, primarily bringing in vehicles, parts, and accessories (excluding trains and trams), with its last import operation recorded one month ago in November 2023.

The company’s website paints a picture of a financial planning firm catering to individuals seeking wealth management, tax planning, and retirement income strategies. It offers customized investment plans and independent financial advice, working in a fiduciary capacity. The firm, which operates under the name Cap Equity Advisors Tampa, has a 28-year-old experience in helping people retire well. It partners with LPL Financial, a registered investment advisor, and its representatives are licensed to transact business only in specific states.

Financially, Cap Equity Advisors Ltd shows a mixed picture. Cash bank on hand dropped significantly by 33% to £330,000, while current assets decreased by 35% to £420,000. Trade debtors also fell by 41%, suggesting slower customer payments. However, creditors decreased by 46%, indicating better debt management. Equity, including retained earnings, also declined by 29%, and accumulated amortisation impairment intangible assets increased by 33%. The company’s small size—meeting two of three criteria for a small company—helps it remain flexible, but the drop in equity raises questions. The financial statements are unaudited, and no auditor is mentioned, which is typical for small companies.

Registered in England/Wales under the registration number 12689305, with a registered address at WC2H 9JQ, United Kingdom, London, 71-75 Shelton Street, Covent Garden.

WARNING:The numbers have been rounded for simplicity and may be inaccurate.Please, refer to the latest financial report for verification.