Capital Advisory Services, LLC

Overview

Capital Advisory Services, LLC is an independent, owner-operated RIA organized as an LLC that focuses on individual and family clients. The firm combines financial planning with discretionary portfolio management for individuals and small businesses, and it also offers pension consulting and educational workshops. It lists accounting among its business activities, which suggests advisory services are delivered alongside tax or accounting support. Fee arrangements include a percentage-of-assets model and fixed-fee engagements. The adviser is registered in multiple states (Florida, Indiana, Kentucky, Ohio and Virginia) and does not position itself as an allocator or as an ESG-focused manager.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices