RIA Intel›Advisers›Arizona›CAPITAL ASSET ADVISORS LLC.

CAPITAL ASSET ADVISORS LLC.

Advisory

SCOTTSDALE, AZ

Data as of Mar 23, 2026 · Source: SEC Form ADV

Average account

$163K

across 259 accounts

AUM per adviser

$21M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 23, 2026.

Total AUM

$42M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$42M

Discretionary AUM$42M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients74

Team

Total Employees3

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

74 clients

41 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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

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