CAPITAL ADVISORY SERVICES, LLC

Overview

Capital Advisory Services, LLC is an independent registered investment adviser that focuses on fee-based portfolio management and financial planning for individuals and families. The firm combines discretionary portfolio management with fixed-fee planning work and runs educational seminars and workshops geared toward retail clients and small-business owners. In addition to advisory services, the firm’s principals operate as a registered representative of a broker-dealer and maintain insurance brokerage and accounting activities, which supports a multi-disciplinary client service model. Investment activity is tilted toward publicly traded equities, with exchange-traded instruments representing the largest single asset class. The firm is not an active ESG investor and does not present itself as a capital allocator; it sources third-party managers for select alternative exposures. Its business model leans heavily on discretionary mandates, suggesting a preference for ongoing, customized portfolio oversight rather than one-off consulting engagements.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices