RIA Intel›Advisers›Ohio›CAPITAL ADVISORY SERVICES, LLC

CAPITAL ADVISORY SERVICES, LLC

Advisory

WEST CHESTER, OH

Data as of Aug 14, 2026 · Source: SEC Form ADV

Rank in OH
#623
of 748 advisers by AUM
Average account
$76K
across 1,194 accounts
AUM per adviser
$45M
2 advisers

Source: SEC Form ADV. Figures as filed Aug 14, 2026.

Total AUM
$90M
Discretionary %
99.5%
Clients
439
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$90M
Discretionary AUM$90M
Non-Discretionary AUM$423K
Discretionary %99.5%
Total Clients439
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL, IN, KY, OH
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in OH

Closest by assets under management. All figures from Form ADV.

EAGLE EYE ADVISORY LLC
$91M
RESONATE ADVISORS, INC.
CINCINNATI, OH
$90M
0.0% 1Y
TOTAL FINANCIAL MANAGEMENT, LLC
POLAND, OH
$90M
EQUITTA ADVISORS LLC
MILFORD, OH
$90M
BRIVIN, INC.
COLUMBUS, OH
$91M
FSI GROUP, LLC
CINCINNATI, OH
$89M
-24.1% 1Y

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