Capital Asset Advisors LLC

Capital Asset Advisors LLC (CRD# 291635) is a financial advisory firm headquartered in Phoenix, AZ. They manage $35,820,268 in 156 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
2850 E. Camelback Rd, 200, Phoenix, AZ 85016
https://www.capassetadv.com
By the Numbers
  • Total Assets Under Management
    36
    MILLION
  • Total Number of Accounts
    156
    ACCOUNTS
  • Average Account Value
    $229,617
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, TX

Financial Advisors at Capital Asset Advisors LLC
Showing 1 - 2 of 2 top financial advisors.
1
Scott Koesterer, financial advisor Phoenix AZ
Scott R. Koesterer
CRD#: 4136165
2850 E. Camelback Rd, 200, Phoenix, AZ 85016

Scott Koesterer (CRD# 4136165) is an Investment Advisor Representative working at Capital Asset Advisors LLC in Phoenix, AZ and has over 24 years of experience in the finance industry.

2
Timothy Minert, financial advisor Phoenix AZ
Timothy L. Minert
CRD#: 1630657
2850 E. Camelback Rd, 200, Phoenix, AZ 85016

Timothy Minert (CRD# 1630657) is an Investment Advisor Representative working at Capital Asset Advisors LLC in Phoenix, AZ and has over 37 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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