Capital Advisory Services, LLC

Overview

Capital Advisory Services, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. Its client base is primarily individuals and families. The firm charges a mix of percentage-of-AUM fees and fixed fees and provides financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. It also operates as a registered representative of a broker-dealer, an insurance broker, and an accountant, indicating a multi-licensing approach that blends advisory services with insurance and brokerage distribution. The firm does not identify as an active ESG investor and is not flagged as a multi-state adviser. Its business model emphasizes discretionary portfolio management—most client assets are managed on a discretionary basis—combined with fee and fixed-fee planning engagements and educational outreach.

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Public Holdings

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Location & Offices