A complete list of active advisors currently associated with Capital Advisory Services, LLC
Warmer can help you find a great advisor at Capital Advisory Services, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Capital Advisory Services, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
West Chester, OH
| 3
| |
West Chester, OH
| 38
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)