Overview
Assets Under Management: $4.0 billion
Headquarters: WILLIAMSTON, MI
High-Net-Worth Clients: 6
Average Client Assets: $10 million
Frequently Asked Questions
CAPITAL ASSET ADVISORY SERVICES, LLC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #110929), CAPITAL ASSET ADVISORY SERVICES, LLC. is subject to fiduciary duty under federal law.
CAPITAL ASSET ADVISORY SERVICES, LLC. is headquartered in WILLIAMSTON, MI.
CAPITAL ASSET ADVISORY SERVICES, LLC. serves 6 high-net-worth clients according to their SEC filing dated March 20, 2025. View client details ↓
According to their SEC Form ADV, CAPITAL ASSET ADVISORY SERVICES, LLC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
CAPITAL ASSET ADVISORY SERVICES, LLC. manages $4.0 billion in client assets according to their SEC filing dated March 20, 2025.
According to their SEC Form ADV, CAPITAL ASSET ADVISORY SERVICES, LLC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 6
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 1.47
Average High-Net-Worth Client Assets: $10 million
Total Client Accounts: 17,952
Discretionary Accounts: 17,952
Regulatory Filings
CRD Number: 110929
Filing ID: 1923854
Last Filing Date: 2025-03-20 09:53:00
Website: https://cgadvisornetwork.com