Capital B Advisory Services LLC

Capital B Advisory Services is an investment advisory firm founded in 2026 and based in Middletown, New Jersey, owned and operated by Dane DeBartolo. The firm provides personalized investment advisory services, including portfolio management and financial planning, tailored to each client's specific financial goals, circumstances, and risk tolerance. Capital B Advisory Services uses asset allocation, risk profiling, and long-term strategies, primarily recommending mutual funds, exchange-traded funds, and individual securities. The firm serves individuals and high-net-worth clients, offering flexible fee arrangements such as flat fees for model portfolio setup, hourly rates for financial planning consultations, and percentage-of-assets fees for ongoing portfolio management.