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.
Brooklyn Real Estate Development
$10,400,000
Construction Loan
Brooklyn, NY
Estate Home
$1,200,000
Construction Loan
Alpharetta, Georgia
Retail Chain
$400,000
Senior Debt
New Jersey
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
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
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.
What Our Clients Say
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.
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Director of Business Development
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. ​​​​
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Corporate Finance Advisor
Bay Levy
Results-driven Corporate Finance Advisor with extensive experience guiding businesses through complex financial decisions, including capital raising and corporate restructuring. Adept at developing strategic financial solutions that maximize shareholder value and support long-term growth. Brings extensive experience in the real estate and development market, advising on acquisitions, project financing, and asset repositioning.
Executive Coordinator
Elizabeth Cabrera
As an Executive Coordinator, Elizabeth plays a vital role in supporting executive leadership through communication oversight and coordination of key projects. She ensures priorities remain organized and supports the successful execution of important initiatives. Serving as a trusted liaison between leadership, staff, clients, and external partners, Elizabeth acts as a central point of coordination and execution.
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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 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.