Capital Asset Advisory, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Capital Asset Advisory, Inc. provides personalized financial planning and investment management to individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations and small businesses. The firm operates as a fee‑only adviser and delivers services such as cash‑flow analysis, retirement and education planning, insurance reviews, investment management and estate planning, with an initial exploratory meeting offered at no charge.
CAA typically manages client portfolios on a discretionary basis using documented investment policy statements and invests primarily in no‑load or low‑load mutual funds, exchange‑traded funds, stocks and bonds; its analysis methods include fundamental, technical and charting techniques. Account reviews are performed at least quarterly, trades are placed under a limited power of attorney, and custodial relationships (the firm participates in Schwab Advisor Services) are used to custody assets and execute trades.
CAA maintains material affiliations with insurance-related entities and its principal is a licensed insurance agent who engages in the sale of life, health and disability insurance and places business through managing general underwriters and insurance company arrangements. The firm also works with corporate and institutional clients — including pension and profit‑sharing plans — and provides pension consulting and business continuity or corporate benefits advice, services that are less common among independent single‑advisor firms.
Client services
Expertise
Fee options
Fixed fees for financial plans and other planning engagements, quoted per engagement, paid in advance and in arrears
$0 - $500,000: 1% annually $500,000 - $1,000,000: 0.75% annually $1,000,000+: 0.60% annually
Account minimum: $100 minimum annual fee Minimum fee: $100 minimum annual fee for ongoing asset management services Fee-only: Financial planning fees generally fixed, quoted per specific engagement, paid 50% in advance and remainder upon completion
Main office
8825 Perimeter Park Blvd. Suite 203
Jacksonville FL 32216
Advisors at this office
1
Most active in
Florida · Georgia
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.
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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
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