Capital Asset Advisors LLC.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Capital Asset Advisors LLC provides discretionary portfolio management and financial planning to individuals (including high‑net‑worth clients) and business entities. The firm reports roughly $42.3 million in discretionary assets across about 74 client relationships and offers services that include personalized investment policy, asset allocation, regular portfolio monitoring, and referrals to third‑party advisers.
The firm’s investment process combines multiple methods of analysis — including fundamental, quantitative, technical, charting and modern portfolio theory — and employs a range of strategies from long‑term buy‑and‑hold to short‑term trading, options, margin and short sales. Advisors document client risk tolerance via a questionnaire, seek discretionary trading authority, and review accounts at least quarterly or in response to material events.
Noteworthy features in the brochure include a monthly subscription newsletter, “Financial Success,” provided at no extra charge to clients and prospects, and disclosure that the principals are licensed insurance agents who may offer commissionable insurance products, which the brochure identifies as a potential conflict of interest. The firm also discloses fee‑sharing arrangements when directing clients to third‑party managers and makes use of alternative investment types (private equity, hedge funds, venture capital), practices that are less common for firms of this size.
Client services
Expertise
Fee options
Fixed fees for financial planning between $499 and $2,099
$0 - $99,999: 1.40% $100,000 - $249,999: 1.30% $250,000 - $999,999: 1.20% $1,000,000 - $1,999,999: 1.00% $2,000,000 - $4,999,999: 0.85% $5,000,000 - And Up: 0.65%
$150 per hour for financial planning services
Monthly subscription newsletter included with other services, no additional fee
Account minimum: $25,000
Main office
6991 E Camelback Rd, 300
Scottsdale AZ 85251
Advisors at this office
2
Most active in
Arizona · Texas
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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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
Scott K
CFP®, ChFC®, Series 63, Series 65
Scottsdale, AZ
Capital Asset Advisors LLC.
Scott Koesterer is a financial advisor at Capital Asset Advisors LLC with 26 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Capital Asset Advisors since 2007, including previous roles at Cambridge Investment Research Advisers. Outside of his advisory work, he serves as secretary/treasurer for Northwest Valley Professionals, a local networking group. Capital Asset Advisors LLC provides discretionary portfolio management and financial planning services to individuals and business entities. The firm employs a multifaceted investment approach, combining fundamental, quantitative, technical, and modern portfolio theory analyses, and serves approximately 74 client relationships with about $42.3 million in discretionary assets.
Timothy M
Series 63, Series 66
Scottsdale, AZ
Capital Asset Advisors LLC.
Timothy Minert is a financial advisor with Capital Asset Advisors LLC in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. His prior work includes over a decade at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Outside of his advisory work, Mr. Minert is involved in consulting for financial technology firms through his company Advisor Virtual Pro and supports a diabetes coaching business connected to his family. Capital Asset Advisors LLC provides discretionary portfolio management and financial planning to individuals and business entities, managing approximately $42.3 million in discretionary assets. The firm employs a multi-method investment approach including fundamental, quantitative, and technical analysis, and offers services such as personalized investment policy and regular portfolio monitoring.
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