Capital Asset Advisory, Inc.

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.