Capital Advisory Services, LLC

Overview

Capital Advisory Services, LLC is an independent registered investment adviser organized as an LLC and owned by an individual principal. The firm serves individual and family clients and presents itself as an accountant-led advisory practice. Its client-facing services include financial planning, portfolio management for individuals and small businesses, pension consulting services, and educational seminars or workshops. Fees are collected as a percentage of assets under management and via fixed-fee arrangements. The adviser does not identify as an active ESG investor, is not set up as a capital allocator, and is not presented as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives