CAPITAL ASSET ADVISORY, INC.

Overview

Capital Asset Advisory, Inc. is an independent, owner-operated registered investment adviser that serves a small roster of individual and family clients. The firm runs a deliberately equity-focused investment program: exchange-traded equities account for the bulk of assets under management, and discretionary portfolio management is the primary delivery model. Services extend beyond portfolio work to include financial planning and pension consulting for businesses or institutions, and the firm maintains an affiliation with an insurance company that shapes how it integrates insurance and annuity solutions into planning. The firm’s fee model is flexible — a mix of percentage-of-AUM, hourly and fixed fees — which supports both ongoing asset management relationships and project-based planning engagements. Capital Asset Advisory does not position itself as a capital allocator; instead it trades liquid public securities while supplementing client portfolios with third-party alternative managers when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices