Capital Asset Advisors LLC

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Client assets under management

$42,271,682

Clients

55% high-net-worth

Advisors

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Low

Average account size

$571,239

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

Financial planning Portfolio management Selection of other advisers Newsletters or periodicals

Expertise

Options & derivatives strategies Private / alternative investments Annuities Wealth management

Fee options

Fixed

Fixed fees for financial planning between $499 and $2,099

Percentage

$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%

Project-based

$150 per hour for financial planning services

Subscriptions

Monthly subscription newsletter included with other services, no additional fee

Other

Account minimum: $25,000

Main office location

Capital Asset Advisors LLC

6991 E Camelback Rd, 300

Scottsdale AZ 85251, United States

Number of offices

Most active in

Arizona · Texas

Disclosures

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:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 602-274-6432

Advisors at this firm

Scott K

CFP®, ChFC®, Series 63, Series 65

Scottsdale, AZ

Capital Asset Advisors LLC

Scott Koesterer is a CFP® and ChFC® with 26 years of industry experience. He is currently with Capital Asset Advisors LLC in Scottsdale, AZ, where he has worked since 2018, following 11 years at Cambridge Investment Research. Outside of his advisory role, he serves as secretary/treasurer for a professional networking group in Phoenix and is vice president of a local condo association. Capital Asset Advisors LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and some business entities. The firm employs a variety of analytical methods and strategies tailored to client risk tolerance, offering services that range from discretionary portfolio management to financial planning and a subscription newsletter.

Options & derivatives strategies Private / alternative investments Annuities Wealth management

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. He previously worked at Cambridge Investment Research advisors, Inc. and Cambridge Investment Research, Inc. from 2001 to 2018. Outside of his advisory role, Minert is involved in several business ventures including consulting on financial technology for advisors and institutions, and supporting a diabetes coaching business run by his wife. Capital Asset Advisors LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and some business entities. The firm employs a variety of analytical methods and investment strategies tailored to client risk profiles and offers discretionary portfolio management, financial planning, and a subscription newsletter at no additional charge.

Options & derivatives strategies Private / alternative investments Annuities Wealth management

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