Capital Advisory Services, LLC
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About
Capital Advisory Services, LLC provides individualized investment portfolio management and financial planning to a mix of individuals, pensions and profit‑sharing plans, trusts, estates, charitable organizations, and small businesses. The firm also operates an in‑house tax preparation, bookkeeping and payroll business (preparing 200+ tax returns per year) and provides implementation support for insurance and annuity transactions.
CAS delivers tailored, discretionary and non‑discretionary management using strategic asset allocation that blends passive index/ETF exposure with actively managed funds and alternative/illiquid vehicles; the firm’s stated investable universe explicitly includes interval funds, non‑traded REITs, business development companies, equipment leasing and oil & gas programs. Advisors use custodians that provide institutional services and research support, and the firm discloses that its advisors are separately registered representatives of a FINRA broker‑dealer and licensed insurance agents, which can create implementation‑related conflicts of interest.
Compared with many peers, CAS combines an advisory practice with a sizable tax/bookkeeping operation and regularly offers educational seminars and workshops, while managing an unusually high client load (roughly 439 managed client relationships with two advisors). The brochure also notes access to soft‑dollar research and business‑support services from major custodians and an expanded broker‑dealer relationship that supervisors register‑rep activities and related potential conflicts.
Client services
Expertise
Occupation focus
Fee options
Flat fees for bookkeeping and payroll services; financial planning fees may be fixed fees
1% annually, billed quarterly at 0.25% per quarter
Occasional commissions from securities and insurance product sales via affiliated broker-dealer activities
Fee-only: Financial planning fees are negotiable and based on complexity; billed as fixed fees outlined in the Investment Advisor Engagement Letter
Main office
8240 Beckett Park Drive, Suite B
West Chester OH 45069
Advisors at this office
2
Most active in
Florida · Indiana · Kentucky · Ohio · Virginia
Also doing business as
Capital Advisory Services · Capital Advisory Services, LLC · Financial Counseling & Insurance Services · Powell, Jamie M
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
David L
Series 66
West Chester, OH
Capital Advisory Services, LLC
David Leisring is a financial advisor with Capital Advisory Services, LLC, holding a Series 66 credential and three years of industry experience. He previously worked at Berthel, Fisher & Company Financial Services and GE Aerospace. Leisring is also licensed as an insurance agent for Capital Advisory Services. Capital Advisory Services, LLC provides individualized investment portfolio management and financial planning to a diverse client base, including individuals, trusts, and small businesses. The firm combines discretionary and non-discretionary management with a strategic asset allocation approach and also offers in-house tax preparation, bookkeeping, and implementation support for insurance and annuity transactions.
Jamie P
CFP®, Series 63, Series 65
West Chester, OH
Capital Advisory Services, LLC
Jamie Powell is a Certified Financial Planner® with 38 years of industry experience. He has been with Capital Advisory Services, LLC since 2010 and has a longstanding career that includes roles at Berthel, Fisher & Company Financial Services, Inc. Powell serves on the board of Avion Energy, Inc. and is involved with the Rare Disease Family Foundation, helping children and young adults with rare diseases. Capital Advisory Services, LLC provides individualized investment portfolio management and financial planning to a diverse client base, including individuals, pensions, trusts, and small businesses. The firm combines strategic asset allocation across passive and active investments with an in-house tax preparation and bookkeeping service, supporting over 200 tax returns annually.
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