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 individuals as well as institutional-type clients including pension and profit‑sharing plans, trusts, estates, charitable organizations and small businesses. The firm also offers non‑securities services through an affiliated tax preparation, bookkeeping and payroll business and implements both securities and insurance products as part of client solutions. CAS develops client‑specific investment policies and manages accounts on both discretionary and non‑discretionary bases, using strategic asset allocation that blends core holdings, sector exposures and alternatives; the brochure notes use of mutual funds, ETFs and a limited allocation to interval funds and other non‑traded alternative vehicles. Advisors operate as registered representatives of a broker‑dealer and as independent insurance agents, and provide ongoing account reviews and quarterly reporting through custodial relationships. Distinctive aspects include a relatively high client load under continuous supervision (about 439 managed relationships for the firm’s advisory team) and an in‑house tax business that prepares over 200 returns annually, reflecting broader operational scope than many peers. The combination of broker‑dealer registration, insurance agency activity, an affiliated tax practice, and periodic use of illiquid alternatives may affect product sourcing, implementation and liquidity considerations compared with typical small advisory firms.

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.