CAPITAL ASSET ADVISORS LLC.

Overview

Capital Asset Advisors LLC is an independent, owner-operated registered investment adviser that focuses on individual and family clients. The firm combines financial planning and discretionary portfolio management with the selection of outside advisers and periodic client communications. Their fee menu includes percentage-of-AUM billing plus the option of hourly or fixed-fee engagements, which supports both ongoing wealth management relationships and project-based planning work. Investment activity centers on public equities — the firm shows a clear preference for exchange-traded instruments — while also acting as a capital allocator into third-party alternative managers. They do not flag themselves as an active ESG investor and are not registered as a multi-state adviser, so their operations and client coverage appear relatively concentrated rather than broadly national.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices