The Power of Good Advice

A personalized approach focused on your needs.

Recent Transactions

Dedication. Expertise. Passion.

Backed by more than $80 billion in completed transactions across our vertical partners, Capital State Advisors delivers institutional-level execution to the global middle market—driving growth, scale, and long-term value creation.

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Brooklyn Real Estate Development

$10,400,000

Construction Loan

Brooklyn, NY

Beach Development Project

$6,800,000

Senior Debt & Equity Deal

Bayahibe, DR

Dispensary Acquisition Deal

$35,000,000

Senior Debt

Orland Hills, IL

Caribbean Moutain Resort

$13,500,000

Acquisition Loan

Jarabacoa, DR

Multi Home Development

$1,200,000

Construction Loan

Loxahatchee, FL

Contractor Working Capital

$400,000

Unsecured Financing

Brandon, FL

Services

Our Services

Expert Financial Planning

Risk Management

At Capital State Advisors, we understand the importance of risk management. We'll help you identify and mitigate potential risks to your financial security, so you can feel confident and secure in your financial future.

Wealth Accumulation

Our wealth management services can help you grow and protect your assets, while minimizing risks. We'll work with you to develop a customized investment strategy that aligns with your goals and values.

Retirement Planning

We offer comprehensive financial planning to ensure you're on track to meet your long-term financial goals. Our services will help you manage your assets and prepare for a secure future.

Why Choose Us

40+

Years of Experience

3,300+

2.3M

Qualified Experts

Investment Clients

About

Who We Are

Expert Advisors You Can Trust

At Capital State Advisors, we are dedicated to helping American families achieve financial independence. Our team of expert advisors has years of experience in Risk Management, Wealth Accumulation, and Wealth Distribution. We pride ourselves on providing personalized, comprehensive financial planning services that align with your unique goals and values. Let us help you achieve financial success and peace of mind.

Testimonials

What Our Clients Say

“I was new to investing and didn't know where to start. Capital State Advisors helped me develop a long-term strategy that aligned with my goals and values. Thanks to their expert advice, I am now on track to achieve my financial goals.”

Jocelyn M.

Clients

Accolades

Meet the Team

At Capital State Advisors we specialize in bridging entrepreneurs, developers, and institutional capital partners. We emphasize disciplined structuring, risk alignment, and efficient execution across domestic and international transactions, with a focus on long-term capital relationships

Managing Director

David Cabrera

Capital markets and advisory executive with 20+ years of experience structuring, sourcing, and executing financing solutions across real estate development, acquisitions, private placements, and business operations. Proven track record of closing complex transactions ranging from working capital facilities to eight- and nine-figure development and acquisition deals across the U.S. and the Caribbean.

Business Development Director

Carlos Varela

Licensed mortgage broker and senior finance executive with 20+ years of experience originating, structuring, and closing residential, commercial, and specialty mortgage transactions. Proven track record in business development, lender relationship management, and borrower advisory across traditional and non-QM lending channels.

Wealth Manager

Moises Cabrera

Seasoned Wealth Manager with a proven track record of advising high-net-worth individuals, families, and business owners on comprehensive financial strategies. Expertise spans investment management, retirement planning, tax-efficient wealth preservation, risk management, and estate planning coordination. Known for building long-term client relationships and providing fiduciary-level guidance aligned with client goals.

Contact

Contact Us

Let's Start Your Financial Journey

Ready to take control of your finances and achieve financial independence? Contact us today to schedule a consultation. We offer personalized financial planning services that align with your unique goals and values.