A complete list of active advisors currently associated with Capital Asset Advisors LLC

Warmer can help you find a great advisor at Capital Asset Advisors LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Capital Asset Advisors 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.