Capital Advisory Services, LLC

Overview

Capital Advisory Services, LLC is an independent, individually owned wealth advisory firm organized as an LLC. The firm focuses on individuals and families and combines advisory work with accounting services; its stated advisory activities include financial planning, portfolio management for individuals and small businesses, pension consulting services, and educational seminars or workshops. Fee arrangements are a mix of percentage-of-AUM and fixed fees. The firm is state-registered in Florida, Indiana, Kentucky and Ohio. It does not identify itself as a capital allocator and is not positioned as an ESG-focused manager.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices