Capital Asset Advisory, Inc.
Capital Asset Advisory, Inc. (CRD# 125685) is a financial advisory firm headquartered in Jacksonville, FL. They manage $54,351,132 in 172 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Capital Asset Advisory, Inc.
By the Numbers
-
Total Assets Under Management54MILLION
-
Total Number of Accounts172ACCOUNTS
-
Average Account Value$315,995
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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, GA
Financial Advisors at Capital Asset Advisory, Inc.
1
David Gottschalk (CRD# 2117802) is an Investment Advisor Representative working at Capital Asset Advisory, Inc. in Jacksonville, FL and has over 29 years of experience in the finance industry.
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